Dimensional US Targeted Value ETF
DFAT
710 hedge funds and large institutions have $8.64B invested in Dimensional US Targeted Value ETF in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 215 reducing their positions, and 18 closing their positions.
483% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 18
29% more funds holding in top 10
Funds holding in top 10: 93 → 120 (+27)
12% more funds holding
Funds holding: 633 → 710 (+77)
12% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 215
7% more capital invested
Capital invested by funds: $8.08B → $8.64B (+$561M)
3.82% more ownership
Funds ownership: 76.62% → 80.44% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$70.6M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$40.4M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$26.2M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$21.9M |
| 5 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$42.6M |
| 2 |
IFA
Index Fund Advisors
Irvine,
California
|
-$9.91M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
-$9.85M |
| 4 |
RIM
RW Investment Management
Eagle,
Idaho
|
-$9.44M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.58M |
DFAT Hedge Fund Activity: Q4 2024 in Review
710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q4 2024, worth a combined $8.64B — up 6.9% from $8.08B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new DFAT positions and 18 closed out — a net gain of 87 holders — while 241 added to existing stakes and 215 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $70.6M. The largest seller was Mercer Global Advisors, cutting an estimated $42.6M.
- 710 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q4 2024, up from 633 in Q3 2024.
- Funds reported $8.64B of Dimensional US Targeted Value ETF stock for Q4 2024, up 6.9% quarter-over-quarter.
- 105 funds opened new Dimensional US Targeted Value ETF positions in Q4 2024 and 18 closed out, a net change of +87 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $70.6M added.
- The largest Dimensional US Targeted Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $42.6M sold.
Based on aggregated 13F filings for Q4 2024.