Bessemer Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bessemer Group’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Hold	21,668	–	–	﹤0.01%	893
2025 Q4	$1.29M	Hold	21,668	–	–	﹤0.01%	905
2025 Q3	$1.26M	Hold	21,668	–	–	﹤0.01%	592
2025 Q2	$1.17M	Hold	21,668	–	–	﹤0.01%	594
2025 Q1	$1.11M	Sell	21,668 -12,866	-37%	-$708K	﹤0.01%	664
2024 Q4	$1.92M	Buy	34,534 +10,963	+47%	+$627K	﹤0.01%	652
2024 Q3	$1.31M	Sell	23,571 -39	-0.2%	-$2.11K	﹤0.01%	727
2024 Q2	$1.23M	Buy	23,610 +20,872	+762%	+$1.09M	﹤0.01%	628
2024 Q1	$149K	Hold	2,738	–	–	﹤0.01%	1081
2023 Q4	$143K	Sell	2,738 -8,682	-76%	-$406K	﹤0.01%	1120
2023 Q3	$522K	Hold	11,420	–	–	﹤0.01%	784
2023 Q2	$530K	Hold	11,420	–	–	﹤0.01%	794
2023 Q1	$508K	Buy	11,420 +713	+7%	+$33.1K	﹤0.01%	721
2022 Q4	$471K	Buy	+10,707	New	+$470K	﹤0.01%	739

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bessemer Group's DFAT Position: Q1 2026 in Review

Bessemer Group held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 21,668 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Bessemer Group first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2024. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Bessemer Group held 21,668 shares of Dimensional US Targeted Value ETF worth $1.35M as of Q1 2026.
Bessemer Group left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
Dimensional US Targeted Value ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #893 holding.
Bessemer Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
Bessemer Group's Dimensional US Targeted Value ETF position peaked at $1.92M in Q4 2024.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.