Jim Simons
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Jim Simons’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Jim Simons’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 		$1.12M Buy
+17,900
New +$1.14M ﹤0.01% 2215
2025
Q4 		– Sell
-3,900
Closed -$227K – 3341
2025
Q3 		$227K Sell
3,900
-18,900
-83% -$1.08M ﹤0.01% 3101
2025
Q2 		$1.23M Buy
22,800
+1,000
+5% +$50.9K ﹤0.01% 2399
2025
Q1 		$1.12M Buy
21,800
+17,800
+445% +$980K ﹤0.01% 2345
2024
Q4 		$223K Buy
+4,000
New +$229K ﹤0.01% 3136
2024
Q3 		– Sell
-13,400
Closed -$695K – 3596
2024
Q2 		$695K Buy
+13,400
New +$703K ﹤0.01% 2527
2024
Q1 		– Sell
-5,500
Closed -$288K – 3771
2023
Q4 		$288K Sell
5,500
-9,900
-64% -$463K ﹤0.01% 3005
2023
Q3 		$704K Buy
15,400
+7,400
+93% +$351K ﹤0.01% 2538
2023
Q2 		$371K Buy
+8,000
New +$351K ﹤0.01% 3025
2023
Q1 		– Sell
-15,200
Closed -$668K – 4046
2022
Q4 		$668K Buy
15,200
+2,100
+16% +$92.2K ﹤0.01% 2765
2022
Q3 		$511K Buy
13,100
+6,300
+93% +$269K ﹤0.01% 2922
2022
Q2 		$273K Sell
6,800
-11,100
-62% -$487K ﹤0.01% 3512
2022
Q1 		$834K Buy
+17,900
New +$833K ﹤0.01% 2849

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 $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $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 $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Jim Simons's DFAT Position: Q1 2026 in Review

Jim Simons opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 17,900 shares worth $1.12M. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings. This is a return to the name: Jim Simons previously reported a position in DFAT as recently as Q3 2025.

Jim Simons first reported a position in DFAT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2025. 821 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Jim Simons held 17,900 shares of Dimensional US Targeted Value ETF worth $1.12M as of Q1 2026.
  • Dimensional US Targeted Value ETF was a new Jim Simons position in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2215 holding.
  • Jim Simons first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 13 quarters since.
  • Jim Simons's Dimensional US Targeted Value ETF position peaked at $1.23M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.