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Altiora Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Altiora Financial Group’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 		$14.7M Sell
234,976
-1,177
-0.5% -$74.8K 2.42% 11
2025
Q4 		$14.1M Sell
236,153
-1,679
-0.7% -$98K 2.42% 11
2025
Q3 		$13.8M Sell
237,832
-5,313
-2% -$303K 2.53% 10
2025
Q2 		$13.1M Buy
243,145
+3,708
+2% +$189K 2.56% 10
2025
Q1 		$12.3M Buy
239,437
+6,377
+3% +$351K 2.62% 10
2024
Q4 		$13M Buy
233,060
+25,383
+12% +$1.45M 2.82% 9
2024
Q3 		$11.6M Buy
207,677
+28,455
+16% +$1.54M 2.55% 10
2024
Q2 		$9.3M Buy
179,222
+19,416
+12% +$1.02M 2.23% 11
2024
Q1 		$8.7M Sell
159,806
-3,558
-2% -$183K 2.36% 11
2023
Q4 		$8.55M Buy
163,364
+45,369
+38% +$2.12M 2.48% 10
2023
Q3 		$5.39M Buy
117,995
+75
+0.1% +$3.56K 2.5% 9
2023
Q2 		$5.47M Sell
117,920
-836
-0.7% -$36.7K 2.4% 9
2023
Q1 		$5.28M Buy
118,756
+57
+0% +$2.64K 2.44% 9
2022
Q4 		$5.22M Buy
+118,699
New +$5.21M 2.6% 7

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

Altiora Financial Group's DFAT Position: Q1 2026 in Review

Altiora Financial Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.5% in Q1 2026, selling an estimated $74.8K and leaving 234,976 shares worth $14.7M. The position accounts for 2.42% of the portfolio, ranked #11.

Altiora Financial Group first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Altiora Financial Group held 234,976 shares of Dimensional US Targeted Value ETF worth $14.7M as of Q1 2026.
  • Altiora Financial Group sold 1,177 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $74.8K.
  • Dimensional US Targeted Value ETF made up 2.42% of Altiora Financial Group's portfolio in Q1 2026, its #11 holding.
  • Altiora Financial Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.