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BetterWealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BetterWealth’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 		$1.11M Sell
17,746
-602
-3% -$38.2K 0.22% 30
2025
Q4 		$1.09M Sell
18,348
-1,314
-7% -$76.7K 0.25% 29
2025
Q3 		$1.14M Sell
19,662
-4,503
-19% -$256K 0.27% 30
2025
Q2 		$1.3M Sell
24,165
-382
-2% -$19.5K 0.33% 25
2025
Q1 		$1.26M Sell
24,547
-40,303
-62% -$2.22M 0.35% 25
2024
Q4 		$3.61M Buy
64,850
+64
+0.1% +$3.66K 0.99% 18
2024
Q3 		$3.6M Sell
64,786
-3,458
-5% -$187K 1.07% 14
2024
Q2 		$3.54M Sell
68,244
-4,050
-6% -$212K 1.13% 13
2024
Q1 		$3.93M Sell
72,294
-4,120
-5% -$212K 1.28% 13
2023
Q4 		$4M Buy
76,414
+241
+0.3% +$11.3K 1.37% 14
2023
Q3 		$3.48M Sell
76,173
-1,503
-2% -$71.4K 1.4% 13
2023
Q2 		$3.6M Sell
77,676
-15,955
-17% -$700K 1.4% 13
2023
Q1 		$4.17M Sell
93,631
-7,617
-8% -$353K 1.69% 13
2022
Q4 		$4.45M Sell
101,248
-2,884
-3% -$127K 2% 12
2022
Q3 		$4.06M Sell
104,132
-1,575
-1% -$67.2K 2.09% 11
2022
Q2 		$4.25M Buy
+105,707
New +$4.64M 2.1% 11
2022
Q1 		– Sell
-167,716
Closed -$7.97M – 40
2021
Q4 		$7.97M Buy
+167,716
New +$7.88M 5.59% 5

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

BetterWealth's DFAT Position: Q1 2026 in Review

BetterWealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.3% in Q1 2026, selling an estimated $38.2K and leaving 17,746 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #30.

BetterWealth first reported a position in DFAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.97M in Q4 2021. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • BetterWealth held 17,746 shares of Dimensional US Targeted Value ETF worth $1.11M as of Q1 2026.
  • BetterWealth sold 602 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $38.2K.
  • Dimensional US Targeted Value ETF made up 0.22% of BetterWealth's portfolio in Q1 2026, its #30 holding.
  • BetterWealth first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 17 quarters since.
  • BetterWealth's Dimensional US Targeted Value ETF position peaked at $7.97M in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.