First Manhattan’s Dimensional US Targeted Value ETF DFAT Stock Holding History

First Manhattan’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 Q1	$392K	Hold	6,281	–	–	﹤0.01%	606
2025 Q4	$374K	Hold	6,281	–	–	﹤0.01%	608
2025 Q3	$366K	Buy	+6,281	New	+$358K	﹤0.01%	599
2024 Q2	–	Sell	-963	Closed	-$52.5K	–	816
2024 Q1	$52.5K	Buy	+963	New	+$49.6K	﹤0.01%	880
2023 Q1	–	Sell	-1,170	Closed	-$51.4K	–	1563
2022 Q4	$51.4K	Buy	1,170 +606	+107%	+$26.6K	﹤0.01%	938
2022 Q3	$21K	Hold	564	–	–	﹤0.01%	1080
2022 Q2	$22K	Hold	564	–	–	﹤0.01%	1091
2022 Q1	$26K	Hold	564	–	–	﹤0.01%	1112
2021 Q4	$26K	Hold	564	–	–	﹤0.01%	1121
2021 Q3	$25K	Hold	564	–	–	﹤0.01%	1125
2021 Q2	$25K	Buy	+564	New	+$25.3K	﹤0.01%	1117

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

First Manhattan's DFAT Position: Q1 2026 in Review

First Manhattan held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 6,281 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

First Manhattan first reported a position in DFAT in Q2 2021 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

First Manhattan held 6,281 shares of Dimensional US Targeted Value ETF worth $392K as of Q1 2026.
First Manhattan left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
Dimensional US Targeted Value ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #606 holding.
First Manhattan first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 11 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.