Dimensional Fund Advisors
DFAT icon

Dimensional Fund Advisors’s Dimensional US Targeted Value ETF 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

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JTWM
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
TI
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 Dimensional US Targeted Value ETF (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. 365 funds tracked by Wall St. Rank hold DFAT as of Q4 2021.

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

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