Royal Bank of Canada
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Royal Bank of Canada’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Royal Bank of Canada’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 		$16.9M Buy
271,234
+43,688
+19% +$2.77M ﹤0.01% 1559
2025
Q4 		$13.5M Sell
227,546
-21,335
-9% -$1.24M ﹤0.01% 1744
2025
Q3 		$14.5M Sell
248,881
-37,752
-13% -$2.15M ﹤0.01% 1894
2025
Q2 		$15.5M Buy
286,633
+36,206
+14% +$1.84M ﹤0.01% 1715
2025
Q1 		$12.9M Buy
250,427
+147,665
+144% +$8.13M ﹤0.01% 1591
2024
Q4 		$5.72M Buy
102,762
+28,666
+39% +$1.64M ﹤0.01% 2209
2024
Q3 		$4.12M Sell
74,096
-33,489
-31% -$1.81M ﹤0.01% 2432
2024
Q2 		$5.58M Sell
107,585
-7,168
-6% -$376K ﹤0.01% 2098
2024
Q1 		$6.25M Sell
114,753
-9,824
-8% -$506K ﹤0.01% 2016
2023
Q4 		$6.52M Buy
124,577
+20,000
+19% +$935K ﹤0.01% 2057
2023
Q3 		$4.78M Buy
104,577
+61,046
+140% +$2.9M ﹤0.01% 2126
2023
Q2 		$2.02M Sell
43,531
-24,717
-36% -$1.08M ﹤0.01% 2824
2023
Q1 		$3.04M Buy
68,248
+48,197
+240% +$2.23M ﹤0.01% 2490
2022
Q4 		$882K Sell
20,051
-12,158
-38% -$534K ﹤0.01% 3595
2022
Q3 		$1.25M Buy
32,209
+14,474
+82% +$617K ﹤0.01% 3249
2022
Q2 		$713K Buy
17,735
+8,608
+94% +$378K ﹤0.01% 3781
2022
Q1 		$426K Sell
9,127
-5,676
-38% -$264K ﹤0.01% 4400
2021
Q4 		$704K Buy
14,803
+6,029
+69% +$283K ﹤0.01% 4171
2021
Q3 		$390K Sell
8,774
-18,057
-67% -$800K ﹤0.01% 4554
2021
Q2 		$1.2M Buy
+26,831
New +$1.21M ﹤0.01% 3500

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

Royal Bank of Canada's DFAT Position: Q1 2026 in Review

Royal Bank of Canada increased its Dimensional US Targeted Value ETF (DFAT) stake by 19% in Q1 2026, buying an estimated $2.77M and bringing the position to 271,234 shares worth $16.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Royal Bank of Canada first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Royal Bank of Canada held 271,234 shares of Dimensional US Targeted Value ETF worth $16.9M as of Q1 2026.
  • Royal Bank of Canada bought 43,688 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $2.77M.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #1559 holding.
  • Royal Bank of Canada first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.