Ameritas Investment Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Ameritas Investment Partners’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	$314K	Buy	5,022 +17	+0.3%	+$1.08K	0.01%	1019
2025 Q4	$298K	Buy	5,005 +20	+0.4%	+$1.17K	0.01%	1032
2025 Q3	$290K	Buy	4,985 +23	+0.5%	+$1.31K	0.01%	1034
2025 Q2	$268K	Buy	4,962 +23	+0.5%	+$1.17K	0.01%	1136
2025 Q1	$254K	Buy	4,939 +15	+0.3%	+$825	0.01%	1131
2024 Q4	$274K	Buy	4,924 +18	+0.4%	+$1.03K	0.01%	1146
2024 Q3	$273K	Buy	+4,906	New	+$265K	0.01%	1130

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 Investment Partners's DFAT Position: Q1 2026 in Review

Ameritas Investment Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.34% in Q1 2026, buying an estimated $1.08K and bringing the position to 5,022 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1019.

Ameritas Investment Partners first reported a position in DFAT in Q3 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Ameritas Investment Partners held 5,022 shares of Dimensional US Targeted Value ETF worth $314K as of Q1 2026.
Ameritas Investment Partners bought 17 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.08K.
Dimensional US Targeted Value ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1019 holding.
Ameritas Investment Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.