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MassMutual Private Wealth & Trust’s Dimensional US Targeted Value ETF DFAT Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-33
Closed -$1.78K – 2394
2025
Q2 		$1.78K Buy
+33
New +$1.68K ﹤0.01% 1985
2022
Q1 		– Sell
-44,422
Closed -$2.11M – 1546
2021
Q4 		$2.11M Buy
+44,422
New +$2.09M 0.08% 184

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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

MassMutual Private Wealth & Trust's DFAT Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2025, closing a stake of 33 shares — an estimated $1.78K sold.

MassMutual Private Wealth & Trust first reported a position in DFAT in Q4 2021 and held it in 2 quarters. The position peaked at $2.11M in Q4 2021. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Dimensional US Targeted Value ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 33 Dimensional US Targeted Value ETF shares in Q3 2025, an estimated $1.78K.
  • MassMutual Private Wealth & Trust first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Dimensional US Targeted Value ETF position peaked at $2.11M in Q4 2021.
  • 731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.