Mercer Global Advisors
DFAT icon

Mercer Global Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Mercer Global Advisors’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 		$97M Buy
1,552,638
+128,599
+9% +$8.17M 0.14% 89
2025
Q4 		$84.8M Sell
1,424,039
-58,151
-4% -$3.39M 0.13% 103
2025
Q3 		$86.3M Sell
1,482,190
-181,049
-11% -$10.3M 0.14% 93
2025
Q2 		$89.7M Sell
1,663,239
-77,121
-4% -$3.93M 0.18% 73
2025
Q1 		$89.6M Buy
1,740,360
+234,014
+16% +$12.9M 0.21% 68
2024
Q4 		$83.8M Sell
1,506,346
-744,667
-33% -$42.6M 0.2% 70
2024
Q3 		$124M Sell
2,251,013
-399,538
-15% -$21.6M 0.29% 56
2024
Q2 		$137M Sell
2,650,551
-197,009
-7% -$10.3M 0.37% 47
2024
Q1 		$155M Sell
2,847,560
-68,483
-2% -$3.53M 0.44% 43
2023
Q4 		$153M Buy
2,916,043
+224,381
+8% +$10.5M 0.46% 48
2023
Q3 		$123M Buy
2,691,662
+230,555
+9% +$10.9M 0.47% 45
2023
Q2 		$114M Sell
2,461,107
-51,770
-2% -$2.27M 0.45% 44
2023
Q1 		$112M Sell
2,512,877
-68,123
-3% -$3.16M 0.51% 41
2022
Q4 		$113M Sell
2,581,000
-19,730
-0.8% -$867K 0.57% 38
2022
Q3 		$101M Buy
2,600,730
+10,167
+0.4% +$434K 0.6% 33
2022
Q2 		$104M Buy
2,590,563
+691,152
+36% +$30.3M 0.64% 30
2022
Q1 		$88.5M Buy
1,899,411
+9,780
+0.5% +$455K 0.52% 37
2021
Q4 		$89.8M Buy
1,889,631
+94,592
+5% +$4.44M 0.55% 34
2021
Q3 		$79.7M Sell
1,795,039
-9,101
-0.5% -$403K 0.56% 34
2021
Q2 		$80.8M Buy
+1,804,140
New +$81M 0.62% 34

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 $7.07B AUM 18.05% 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 $9.92B AUM 21.52% 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 $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B 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

Mercer Global Advisors's DFAT Position: Q1 2026 in Review

Mercer Global Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 9% in Q1 2026, buying an estimated $8.17M and bringing the position to 1,552,638 shares worth $97M. The position accounts for 0.14% of the portfolio, ranked #89.

Mercer Global Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $155M in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Mercer Global Advisors held 1,552,638 shares of Dimensional US Targeted Value ETF worth $97M as of Q1 2026.
  • Mercer Global Advisors bought 128,599 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $8.17M.
  • Dimensional US Targeted Value ETF made up 0.14% of Mercer Global Advisors's portfolio in Q1 2026, its #89 holding.
  • Mercer Global Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's Dimensional US Targeted Value ETF position peaked at $155M in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.