Citadel Advisors
DFAT icon

Citadel Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Citadel Advisors’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
2025
Q1 		– Sell
-3,858
Closed -$215K – 14649
2024
Q4 		$215K Buy
+3,858
New +$221K ﹤0.01% 10314
2023
Q4 		– Sell
-53,361
Closed -$2.44M – 14414
2023
Q3 		$2.44M Buy
+53,361
New +$2.53M ﹤0.01% 4865
2022
Q3 		– Sell
-32,773
Closed -$1.32M – 12794
2022
Q2 		$1.32M Sell
32,773
-27,761
-46% -$1.22M ﹤0.01% 6404
2022
Q1 		$2.82M Buy
+60,534
New +$2.82M ﹤0.01% 5332
2021
Q3 		– Sell
-48,751
Closed -$2.18M – 13913
2021
Q2 		$2.18M Buy
+48,751
New +$2.19M ﹤0.01% 6377

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return