Citadel Advisors
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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
-500
Closed -$27.8K – 14648
2024
Q4 		$27.8K Buy
+500
New +$28.6K ﹤0.01% 12938

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Citadel Advisors's DFAT Position: Q2 2026 in Review

Citadel Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 61,671 shares worth $4.31M. The stake represents ﹤0.01% of the portfolio and ranks #4985 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in DFAT as recently as Q4 2024.

Citadel Advisors first reported a position in DFAT in Q2 2021 and has held it in 6 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Citadel Advisors held 61,671 shares of Dimensional US Targeted Value ETF worth $4.31M as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Citadel Advisors position in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #4985 holding.
  • Citadel Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 6 quarters since.
  • 861 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.