HighTower Advisors
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HighTower Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

HighTower 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
2026
Q1 		$112M Sell
1,800,523
-48,119
-3% -$3.06M 0.12% 175
2025
Q4 		$110M Sell
1,848,642
-22,024
-1% -$1.29M 0.12% 179
2025
Q3 		$109M Sell
1,870,666
-24,537
-1% -$1.4M 0.12% 166
2025
Q2 		$102M Sell
1,895,203
-93,901
-5% -$4.78M 0.13% 169
2025
Q1 		$102M Sell
1,989,104
-53,691
-3% -$2.95M 0.14% 163
2024
Q4 		$114M Sell
2,042,795
-226
-0% -$12.9K 0.16% 146
2024
Q3 		$114M Sell
2,043,021
-18,378
-0.9% -$994K 0.16% 141
2024
Q2 		$107M Buy
2,061,399
+28,886
+1% +$1.52M 0.17% 140
2024
Q1 		$111M Buy
2,032,513
+1,471,645
+262% +$75.8M 0.18% 127
2023
Q4 		$29.4M Sell
560,868
-1,669
-0.3% -$78K 0.05% 370
2023
Q3 		$25.7M Buy
562,537
+47,167
+9% +$2.24M 0.05% 369
2023
Q2 		$23.9M Sell
515,370
-18,705
-4% -$821K 0.05% 369
2023
Q1 		$23.8M Buy
534,075
+77,808
+17% +$3.61M 0.05% 355
2022
Q4 		$20M Sell
456,267
-45,513
-9% -$2M 0.05% 393
2022
Q3 		$19.6M Sell
501,780
-8,786
-2% -$375K 0.05% 341
2022
Q2 		$20.5M Sell
510,566
-82,948
-14% -$3.64M 0.05% 335
2022
Q1 		$27.6M Buy
593,514
+89,220
+18% +$4.15M 0.06% 304
2021
Q4 		$24M Buy
504,294
+8,783
+2% +$412K 0.05% 341
2021
Q3 		$22M Sell
495,511
-650
-0.1% -$28.8K 0.06% 319
2021
Q2 		$22.2M Buy
+496,161
New +$22.3M 0.06% 286

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B 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
SC
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors's DFAT Position: Q1 2026 in Review

HighTower Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.6% in Q1 2026, selling an estimated $3.06M and leaving 1,800,523 shares worth $112M. The position accounts for 0.12% of the portfolio, ranked #175.

HighTower Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $114M in Q4 2024. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • HighTower Advisors held 1,800,523 shares of Dimensional US Targeted Value ETF worth $112M as of Q1 2026.
  • HighTower Advisors sold 48,119 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $3.06M.
  • Dimensional US Targeted Value ETF made up 0.12% of HighTower Advisors's portfolio in Q1 2026, its #175 holding.
  • HighTower Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • HighTower Advisors's Dimensional US Targeted Value ETF position peaked at $114M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.