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David Shaw’s Dimensional US Targeted Value ETF DFAT Stock Holding History

David Shaw’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 		$446K Buy
+6,377
New +$426K ﹤0.01% 4236
2024
Q4 		– Sell
-6,588
Closed -$366K – 4487
2024
Q3 		$366K Sell
6,588
-3,482
-35% -$188K ﹤0.01% 3878
2024
Q2 		$522K Buy
+10,070
New +$528K ﹤0.01% 3600
2024
Q1 		– Sell
-4,378
Closed -$229K – 4408
2023
Q4 		$229K Buy
+4,378
New +$205K ﹤0.01% 3837

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

David Shaw's DFAT Position: Q2 2026 in Review

David Shaw opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 6,377 shares worth $446K. The stake represents ﹤0.01% of the portfolio and ranks #4236 among its holdings. This is a return to the name: David Shaw previously reported a position in DFAT as recently as Q3 2024.

David Shaw first reported a position in DFAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $522K in Q2 2024. 855 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • David Shaw held 6,377 shares of Dimensional US Targeted Value ETF worth $446K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new David Shaw position in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4236 holding.
  • David Shaw first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 4 quarters since.
  • David Shaw's Dimensional US Targeted Value ETF position peaked at $522K in Q2 2024.
  • 855 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.