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Arkadios Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Arkadios Wealth Advisors’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 		$6.44M Buy
103,070
+34,890
+51% +$2.22M 0.11% 224
2025
Q4 		$4.06M Buy
68,180
+23,306
+52% +$1.36M 0.08% 261
2025
Q3 		$2.61M Buy
44,874
+4,119
+10% +$235K 0.06% 329
2025
Q2 		$2.2M Buy
40,755
+4,511
+12% +$230K 0.06% 322
2025
Q1 		$1.87M Buy
+36,244
New +$1.99M 0.07% 300

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 $7.07B 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
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

Arkadios Wealth Advisors's DFAT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 51% in Q1 2026, buying an estimated $2.22M and bringing the position to 103,070 shares worth $6.44M. The position accounts for 0.11% of the portfolio, ranked #224.

Arkadios Wealth Advisors first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Arkadios Wealth Advisors held 103,070 shares of Dimensional US Targeted Value ETF worth $6.44M as of Q1 2026.
  • Arkadios Wealth Advisors bought 34,890 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $2.22M.
  • Dimensional US Targeted Value ETF made up 0.11% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #224 holding.
  • Arkadios Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.