As of the latest SEC filings, DIMENSIONAL U S TARGETED VALUE ETF (DFAT) is held by 3 institutional funds. The largest fund shareholder is Symmetry Panoramic US Equity Fund (SPUSX), holding an estimated $15,247,267.41 in market value, representing 3.62% of its portfolio.
Funds holding DIMENSIONAL U S TARGETED VALUE ETF (DFAT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DFAT
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SPUSX
Symmetry Panoramic US Equity Fund
|
MF | Independent / Boutique | 3.62% | $15,247,267.41 | 234,249 | Feb 28, 2026 | Apr 29, 2026 |
|
SPGEX
Symmetry Panoramic Global Equity Fund
|
MF | Independent / Boutique | 3.63% | $14,582,438.15 | 224,035 | Feb 28, 2026 | Apr 29, 2026 |
|
SPGTX
Symmetry Panoramic Tax-Managed Global Equity Fund
|
MF | Independent / Boutique | 4.95% | $8,710,278.71 | 133,819 | Feb 28, 2026 | Apr 29, 2026 |
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