John Overdeck’s Dimensional US Targeted Value ETF DFAT Stock Holding History

John Overdeck’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	–	Sell	-244,100	Closed	-$14.5M	–	4650
2025 Q4	$14.5M	Sell	244,100 -159,200	-39%	-$9.29M	0.02%	890
2025 Q3	$23.5M	Buy	+403,300	New	+$23M	0.03%	584
2025 Q2	–	Sell	-55,600	Closed	-$2.86M	–	3241
2025 Q1	$2.86M	Sell	55,600 -55,300	-50%	-$3.04M	0.01%	1499
2024 Q4	$6.17M	Buy	110,900 +82,900	+296%	+$4.74M	0.01%	980
2024 Q3	$1.56M	Buy	28,000 +22,700	+428%	+$1.23M	﹤0.01%	1827
2024 Q2	$275K	Sell	5,300 -5,600	-51%	-$294K	﹤0.01%	2635
2024 Q1	$593K	Sell	10,900 -18,500	-63%	-$952K	﹤0.01%	2255
2023 Q4	$1.54M	Sell	29,400 -7,200	-20%	-$337K	﹤0.01%	1794
2023 Q3	$1.67M	Buy	+36,600	New	+$1.74M	﹤0.01%	1538

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 $2.52B AUM 26.26% 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 $7.86B AUM 19.64% 1-Year Est. Return

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 $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

John Overdeck's DFAT Position: Q1 2026 in Review

John Overdeck sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 244,100 shares — an estimated $14.5M sold.

John Overdeck first reported a position in DFAT in Q3 2023 and held it in 9 quarters. The position peaked at $23.5M in Q3 2025. 822 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

John Overdeck reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 244,100 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $14.5M.
John Overdeck first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 9 quarters.
John Overdeck's Dimensional US Targeted Value ETF position peaked at $23.5M in Q3 2025.
822 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.