Dimensional Fund Advisors
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Dimensional Fund Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Dimensional Fund 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
2021
Q4 		– Sell
-120,895
Closed -$5.37M – 3545
2021
Q3 		$5.37M Hold
120,895
– – ﹤0.01% 2563
2021
Q2 		$5.42M Buy
+120,895
New +$5.43M ﹤0.01% 2588

Other funds holding DFAT

Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jackson Thornton Wealth Management
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Dimensional Fund Advisors's DFAT Position: Q4 2021 in Review

Dimensional Fund Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q4 2021, closing a stake of 120,895 shares — an estimated $5.37M sold.

Dimensional Fund Advisors first reported a position in DFAT in Q2 2021 and held it in 2 quarters. The position peaked at $5.42M in Q2 2021. 366 funds tracked by Wall St. Rank hold DFAT as of Q4 2021.

  • Dimensional Fund Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q4 2021 after selling out during the quarter.
  • Dimensional Fund Advisors sold 120,895 U.S. Targeted Value Portfolio ETF Class Shares shares in Q4 2021, an estimated $5.37M.
  • Dimensional Fund Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2021 and held it in 2 quarters.
  • Dimensional Fund Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $5.42M in Q2 2021.
  • 366 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q4 2021.

Based on Dimensional Fund Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.