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Bartlett & Co Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bartlett & Co 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 		$49.6K Hold
749
– – ﹤0.01% 688
2025
Q4 		$44.6K Hold
749
– – ﹤0.01% 693
2025
Q3 		$43.6K Hold
749
– – ﹤0.01% 693
2025
Q2 		$40.4K Hold
749
– – ﹤0.01% 691
2025
Q1 		$38.6K Hold
749
– – ﹤0.01% 698
2024
Q4 		$41.7K Hold
749
– – ﹤0.01% 688
2024
Q3 		$41.7K Hold
749
– – ﹤0.01% 692
2024
Q2 		$38.9K Sell
749
-9,560
-93% -$501K ﹤0.01% 702
2024
Q1 		$561K Hold
10,309
– – 0.01% 311
2023
Q4 		$545K Buy
+10,309
New +$482K 0.01% 338

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

Bartlett & Co Wealth Management's DFAT Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 749 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Bartlett & Co Wealth Management first reported a position in DFAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $561K in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Bartlett & Co Wealth Management held 749 shares of Dimensional US Targeted Value ETF worth $49.6K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #688 holding.
  • Bartlett & Co Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Bartlett & Co Wealth Management's Dimensional US Targeted Value ETF position peaked at $561K in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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