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Aviance Capital Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Aviance Capital 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 		$4.82M Buy
77,195
+6,126
+9% +$389K 0.56% 41
2025
Q4 		$4.23M Sell
71,069
-150
-0.2% -$8.75K 0.49% 46
2025
Q3 		$4.15M Buy
71,219
+1,500
+2% +$85.4K 0.49% 47
2025
Q2 		$3.76M Buy
69,719
+11,283
+19% +$575K 0.49% 46
2025
Q1 		$3.01M Buy
58,436
+5,192
+10% +$286K 0.42% 52
2024
Q4 		$2.96M Buy
53,244
+3,503
+7% +$200K 0.41% 56
2024
Q3 		$2.77M Buy
49,741
+11,720
+31% +$634K 0.37% 59
2024
Q2 		$1.97M Sell
38,021
-1,271
-3% -$66.7K 0.28% 82
2024
Q1 		$2.14M Buy
39,292
+8,416
+27% +$433K 0.32% 76
2023
Q4 		$1.62M Buy
30,876
+1,131
+4% +$52.9K 0.35% 67
2023
Q3 		$1.36M Sell
29,745
-28,992
-49% -$1.38M 0.31% 87
2023
Q2 		$2.72M Buy
58,737
+1,912
+3% +$83.9K 0.58% 42
2023
Q1 		$2.53M Buy
56,825
+921
+2% +$42.7K 0.56% 41
2022
Q4 		$2.46M Buy
55,904
+68
+0.1% +$2.99K 0.57% 39
2022
Q3 		$2.18M Buy
+55,836
New +$2.38M 0.54% 44

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

Aviance Capital Partners's DFAT Position: Q1 2026 in Review

Aviance Capital Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 8.6% in Q1 2026, buying an estimated $389K and bringing the position to 77,195 shares worth $4.82M. The position accounts for 0.56% of the portfolio, ranked #41.

Aviance Capital Partners first reported a position in DFAT in Q3 2022 and has held it in 15 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Aviance Capital Partners held 77,195 shares of Dimensional US Targeted Value ETF worth $4.82M as of Q1 2026.
  • Aviance Capital Partners bought 6,126 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $389K.
  • Dimensional US Targeted Value ETF made up 0.56% of Aviance Capital Partners's portfolio in Q1 2026, its #41 holding.
  • Aviance Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.