Angeles Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Angeles Wealth Management’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	$313K	Buy	5,018 +3,895	+347%	+$247K	0.02%	312
2025 Q4	$66.9K	Hold	1,123	–	–	﹤0.01%	412
2025 Q3	$65.4K	Hold	1,123	–	–	﹤0.01%	370
2025 Q2	$60.6K	Hold	1,123	–	–	﹤0.01%	373
2025 Q1	$57.8K	Sell	1,123 -1,610	-59%	-$88.6K	﹤0.01%	326
2024 Q4	$152K	Hold	2,733	–	–	0.01%	305
2024 Q3	$152K	Sell	2,733 -191	-7%	-$10.3K	0.01%	270
2024 Q2	$152K	Sell	2,924 -234	-7%	-$12.3K	0.01%	235
2024 Q1	$172K	Buy	3,158 +2,420	+328%	+$125K	0.02%	227
2023 Q4	$38.6K	Hold	738	–	–	﹤0.01%	226
2023 Q3	$33.7K	Sell	738 -3,850	-84%	-$183K	﹤0.01%	206
2023 Q2	$213K	Hold	4,588	–	–	0.03%	173
2023 Q1	$204K	Buy	4,588 +404	+10%	+$18.7K	0.03%	169
2022 Q4	$184K	Hold	4,184	–	–	0.03%	174
2022 Q3	$163K	Hold	4,184	–	–	0.03%	172
2022 Q2	$168K	Hold	4,184	–	–	0.03%	165
2022 Q1	$195K	Buy	+4,184	New	+$195K	0.04%	166

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 $7.79B 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

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

Angeles Wealth Management's DFAT Position: Q1 2026 in Review

Angeles Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 347% in Q1 2026, buying an estimated $247K and bringing the position to 5,018 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #312.

Angeles Wealth Management first reported a position in DFAT in Q1 2022 and has held it in 17 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Angeles Wealth Management held 5,018 shares of Dimensional US Targeted Value ETF worth $313K as of Q1 2026.
Angeles Wealth Management bought 3,895 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $247K.
Dimensional US Targeted Value ETF made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #312 holding.
Angeles Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 17 quarters since.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.