Ken Fisher's DFAT Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,271 shares of Dimensional U.S. Targeted Value ETF (DFAT) worth $350,254, representing 0.00% of the portfolio. First purchased in 2024-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in DFAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 8,422 shares. Largest reduction occurred in Q2 2025, reducing 16,710 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Dimensional US Targeted Value ETF (DFAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dimensional US Targeted Value ETF (DFAT) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +5,271 | New Buy | 5,271 | $66.45 |
| Q2 2026 | -4,637 | Sold Out | 0 | $0.00 |
| Q1 2026 | +1,240 | Add 36.50% | 4,637 | $62.45 |
| Q4 2025 | -593 | Reduce 14.86% | 3,397 | $59.55 |
| Q3 2025 | +3,990 | New Buy | 3,990 | $58.22 |
| Q2 2025 | -16,710 | Sold Out | 0 | $0.00 |
| Q1 2025 | +8,422 | Add 101.62% | 16,710 | $51.49 |
| Q4 2024 | +2,067 | Add 33.23% | 8,288 | $55.66 |
| Q3 2024 | -818 | Reduce 11.62% | 6,221 | $55.63 |
| Q2 2024 | +7,039 | New Buy | 7,039 | $51.87 |
Ken Fisher's Dimensional US Targeted Value ETF Investment FAQs
Ken Fisher first purchased Dimensional U.S. Targeted Value ETF (DFAT) in Q2 2024, acquiring 7,039 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Dimensional U.S. Targeted Value ETF (DFAT) for 10 quarters since Q2 2024.
Ken Fisher's largest addition to Dimensional U.S. Targeted Value ETF (DFAT) was in Q1 2025, adding 16,710 shares worth $860,447.
According to the latest 13F filing for Q3 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,271 shares of Dimensional U.S. Targeted Value ETF (DFAT), valued at approximately $350,254.
As of the Q3 2026 filing, Dimensional U.S. Targeted Value ETF (DFAT) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Dimensional U.S. Targeted Value ETF (DFAT) was 16,710 shares, as reported at the end of Q1 2025.