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

Citizens Financial 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
Q2 		$341K Buy
4,872
+42
+0.9% +$2.81K ﹤0.01% 798
2026
Q1 		$302K Sell
4,830
-101
-2% -$6.42K ﹤0.01% 688
2025
Q4 		$294K Sell
4,931
-636
-11% -$37.1K ﹤0.01% 663
2025
Q3 		$324K Buy
5,567
+18
+0.3% +$1.02K ﹤0.01% 627
2025
Q2 		$299K Buy
5,549
+250
+5% +$12.7K ﹤0.01% 576
2025
Q1 		$273K Sell
5,299
-636
-11% -$35K 0.01% 520
2024
Q4 		$330K Buy
5,935
+12
+0.2% +$687 0.01% 463
2024
Q3 		$330K Sell
5,923
-3
-0.1% -$162 0.01% 446
2024
Q2 		$307K Buy
5,926
+13
+0.2% +$682 0.01% 445
2024
Q1 		$322K Buy
5,913
+20
+0.3% +$1.03K 0.01% 328
2023
Q4 		$308K Sell
5,893
-1,614
-21% -$75.5K 0.01% 329
2023
Q3 		$343K Buy
7,507
+2,757
+58% +$131K 0.01% 275
2023
Q2 		$220K Buy
+4,750
New +$208K 0.01% 355

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

Citizens Financial Group's DFAT Position: Q2 2026 in Review

Citizens Financial Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.87% in Q2 2026, buying an estimated $2.81K and bringing the position to 4,872 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Citizens Financial Group first reported a position in DFAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $343K in Q3 2023. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Citizens Financial Group held 4,872 shares of Dimensional US Targeted Value ETF worth $341K as of Q2 2026.
  • Citizens Financial Group bought 42 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $2.81K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #798 holding.
  • Citizens Financial Group first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Citizens Financial Group's Dimensional US Targeted Value ETF position peaked at $343K in Q3 2023.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.