Ken Griffin
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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
-500
Closed -$27.8K – 14648
2024
Q4 		$27.8K Buy
+500
New +$28.6K ﹤0.01% 12938

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 $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
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
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.