NerdWallet Wealth Partners LLC Invests $1.37 Million in Dimensional U.S. Targeted Value ETF $DFAT

Posted by Tyrone Williams on Mar 9th, 2026

NerdWallet Wealth Partners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 23,466 shares of the company’s stock, valued at approximately $1,366,000. Dimensional U.S. Targeted Value ETF makes up about 0.7% of NerdWallet Wealth Partners LLC’s portfolio, making the stock its 16th largest position.

A number of other large investors have also recently modified their holdings of DFAT. Brighton Jones LLC grew its stake in Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after purchasing an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the 1st quarter valued at $1,376,000. Huntington National Bank purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $81,000. Efficient Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 14.5% in the 2nd quarter. Efficient Advisors LLC now owns 122,249 shares of the company’s stock worth $6,597,000 after buying an additional 15,442 shares during the period. Finally, Midwest Trust Co bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth $2,110,000.

Dimensional U.S. Targeted Value ETF Trading Down 2.1%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $62.56 on Monday. The firm has a market cap of $12.78 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $67.46. The stock’s fifty day moving average price is $63.90 and its 200-day moving average price is $60.35.

Dimensional U.S. Targeted Value ETF Profile

(Free Report)

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.