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Beacon Financial Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Beacon Financial Advisory’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 		$937K Buy
15,001
+3,098
+26% +$197K 0.21% 127
2025
Q4 		$709K Buy
11,903
+853
+8% +$49.8K 0.16% 164
2025
Q3 		$643K Buy
11,050
+988
+10% +$56.3K 0.15% 170
2025
Q2 		$543K Buy
10,062
+5,343
+113% +$272K 0.14% 189
2025
Q1 		$243K Buy
+4,719
New +$260K 0.07% 286

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

Beacon Financial Advisory's DFAT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Dimensional US Targeted Value ETF (DFAT) stake by 26% in Q1 2026, buying an estimated $197K and bringing the position to 15,001 shares worth $937K. The position accounts for 0.21% of the portfolio, ranked #127.

Beacon Financial Advisory first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Beacon Financial Advisory held 15,001 shares of Dimensional US Targeted Value ETF worth $937K as of Q1 2026.
  • Beacon Financial Advisory bought 3,098 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $197K.
  • Dimensional US Targeted Value ETF made up 0.21% of Beacon Financial Advisory's portfolio in Q1 2026, its #127 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.