Northwestern Mutual Wealth Management
DFAT icon

Northwestern Mutual Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Northwestern Mutual Wealth Management’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 		$18.7M Buy
298,819
+90,505
+43% +$5.75M 0.01% 453
2025
Q4 		$12.4M Buy
208,314
+52,874
+34% +$3.09M 0.01% 520
2025
Q3 		$9.05M Buy
155,440
+13,992
+10% +$797K 0.01% 568
2025
Q2 		$7.63M Buy
141,448
+27,511
+24% +$1.4M 0.01% 565
2025
Q1 		$5.87M Sell
113,937
-94,946
-45% -$5.22M ﹤0.01% 617
2024
Q4 		$11.6M Buy
208,883
+7,473
+4% +$428K 0.01% 434
2024
Q3 		$11.2M Sell
201,410
-116,486
-37% -$6.3M 0.01% 427
2024
Q2 		$16.5M Buy
317,896
+16,337
+5% +$857K 0.02% 335
2024
Q1 		$16.4M Buy
301,559
+25,313
+9% +$1.3M 0.02% 323
2023
Q4 		$14.5M Buy
276,246
+217,237
+368% +$10.2M 0.02% 328
2023
Q3 		$2.7M Buy
59,009
+2,612
+5% +$124K ﹤0.01% 648
2023
Q2 		$2.62M Buy
56,397
+2,225
+4% +$97.7K ﹤0.01% 645
2023
Q1 		$2.41M Buy
54,172
+10,394
+24% +$482K ﹤0.01% 638
2022
Q4 		$1.92M Buy
43,778
+27,613
+171% +$1.21M ﹤0.01% 673
2022
Q3 		$630K Buy
16,165
+791
+5% +$33.7K ﹤0.01% 963
2022
Q2 		$618K Sell
15,374
-2,122
-12% -$93.1K ﹤0.01% 966
2022
Q1 		$815K Buy
17,496
+283
+2% +$13.2K ﹤0.01% 915
2021
Q4 		$818K Buy
17,213
+1,245
+8% +$58.5K ﹤0.01% 893
2021
Q3 		$709K Sell
15,968
-2,301
-13% -$102K ﹤0.01% 868
2021
Q2 		$819K Buy
+18,269
New +$821K ﹤0.01% 818

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 $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

Northwestern Mutual Wealth Management's DFAT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 43% in Q1 2026, buying an estimated $5.75M and bringing the position to 298,819 shares worth $18.7M. The position accounts for 0.01% of the portfolio, ranked #453.

Northwestern Mutual Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 298,819 shares of Dimensional US Targeted Value ETF worth $18.7M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 90,505 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $5.75M.
  • Dimensional US Targeted Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #453 holding.
  • Northwestern Mutual Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.