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Cliff Asness’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cliff Asness’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 		$31.3M Buy
447,591
+56,593
+14% +$3.78M 0.01% 995
2026
Q1 		$24.4M Buy
390,998
+94,828
+32% +$6.02M 0.01% 950
2025
Q4 		$17.6M Buy
296,170
+17,956
+6% +$1.05M 0.01% 988
2025
Q3 		$16.2M Buy
278,214
+121,362
+77% +$6.91M 0.01% 908
2025
Q2 		$8.46M Buy
156,852
+31,895
+26% +$1.62M 0.01% 1035
2025
Q1 		$6.43M Buy
124,957
+50,723
+68% +$2.79M 0.01% 1030
2024
Q4 		$4.13M Buy
74,234
+4,242
+6% +$243K 0.01% 1184
2024
Q3 		$3.89M Buy
69,992
+37,580
+116% +$2.03M 0.01% 1170
2024
Q2 		$1.68M Buy
32,412
+23,828
+278% +$1.25M ﹤0.01% 1534
2024
Q1 		$467K Hold
8,584
– – ﹤0.01% 1980
2023
Q4 		$449K Buy
+8,584
New +$401K ﹤0.01% 1927

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

Cliff Asness's DFAT Position: Q2 2026 in Review

Cliff Asness increased its Dimensional US Targeted Value ETF (DFAT) stake by 14% in Q2 2026, buying an estimated $3.78M and bringing the position to 447,591 shares worth $31.3M. The position accounts for 0.01% of the portfolio, ranked #995.

Cliff Asness first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Cliff Asness held 447,591 shares of Dimensional US Targeted Value ETF worth $31.3M as of Q2 2026.
  • Cliff Asness bought 56,593 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $3.78M.
  • Dimensional US Targeted Value ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #995 holding.
  • Cliff Asness first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 855 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.