Marshall Wace
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Marshall Wace’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Marshall Wace’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
-9,653
Closed -$575K – 3298
2025
Q4 		$575K Buy
+9,653
New +$563K ﹤0.01% 2186

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 $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 $69.9B AUM 22.19% 1-Year Est. Return

Marshall Wace's DFAT Position: Q1 2026 in Review

Marshall Wace sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 9,653 shares — an estimated $575K sold.

Marshall Wace first reported a position in DFAT in Q4 2025 and held it in 1 quarter. The position peaked at $575K in Q4 2025. 821 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Marshall Wace reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 9,653 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $575K.
  • Marshall Wace first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and held it in 1 quarter.
  • Marshall Wace's Dimensional US Targeted Value ETF position peaked at $575K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.