Ameritas Advisory Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Ameritas Advisory Services’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	$816K	Sell	13,065 -434	-3%	-$27.6K	0.03%	431
2025 Q4	$804K	Buy	+13,499	New	+$788K	0.03%	421
2025 Q3	–	Sell	-1,285	Closed	-$69.3K	–	2303
2025 Q2	$69.3K	Buy	+1,285	New	+$65.4K	﹤0.01%	1154
2023 Q4	–	Sell	-16,852	Closed	-$753K	–	710
2023 Q3	$753K	Buy	16,852 +24	+0.1%	+$1.14K	0.04%	407
2023 Q2	$777K	Buy	16,828 +334	+2%	+$14.7K	0.1%	219
2023 Q1	$734K	Sell	16,494 -11,725	-42%	-$544K	0.04%	383
2022 Q4	$1.24M	Buy	28,219 +12,107	+75%	+$532K	0.06%	299
2022 Q3	$628K	Buy	16,112 +700	+5%	+$29.9K	0.04%	378
2022 Q2	$620K	Buy	15,412 +715	+5%	+$31.4K	0.04%	401
2022 Q1	$685K	Sell	14,697 -3,023	-17%	-$141K	0.03%	424
2021 Q4	$842K	Buy	+17,720	New	+$832K	0.03%	372

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameritas Advisory Services's DFAT Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.2% in Q1 2026, selling an estimated $27.6K and leaving 13,065 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #431.

Ameritas Advisory Services first reported a position in DFAT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2022. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Ameritas Advisory Services held 13,065 shares of Dimensional US Targeted Value ETF worth $816K as of Q1 2026.
Ameritas Advisory Services sold 434 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $27.6K.
Dimensional US Targeted Value ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #431 holding.
Ameritas Advisory Services first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 11 quarters since.
Ameritas Advisory Services's Dimensional US Targeted Value ETF position peaked at $1.24M in Q4 2022.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.