Ken Griffin’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Ken Griffin’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
2025 Q1	–	Sell	-3,858	Closed	-$215K	–	14649
2024 Q4	$215K	Buy	+3,858	New	+$221K	﹤0.01%	10314
2023 Q4	–	Sell	-53,361	Closed	-$2.44M	–	14414
2023 Q3	$2.44M	Buy	+53,361	New	+$2.53M	﹤0.01%	4865
2022 Q3	–	Sell	-32,773	Closed	-$1.32M	–	12794
2022 Q2	$1.32M	Sell	32,773 -27,761	-46%	-$1.22M	﹤0.01%	6404
2022 Q1	$2.82M	Buy	+60,534	New	+$2.82M	﹤0.01%	5332
2021 Q3	–	Sell	-48,751	Closed	-$2.18M	–	13913
2021 Q2	$2.18M	Buy	+48,751	New	+$2.19M	﹤0.01%	6377

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFA

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

JTWM

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

Ken Griffin's DFAT Position: Q1 2025 in Review

Ken Griffin sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 3,858 shares — an estimated $215K sold.

Ken Griffin first reported a position in DFAT in Q2 2021 and held it in 5 quarters. The position peaked at $2.82M in Q1 2022. 715 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

Ken Griffin reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
Ken Griffin sold 3,858 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $215K.
Ken Griffin first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and held it in 5 quarters.
Ken Griffin's Dimensional US Targeted Value ETF position peaked at $2.82M in Q1 2022.
715 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.