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

BIP Wealth’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 		$1.65M Buy
26,382
+1,995
+8% +$127K 0.07% 149
2025
Q4 		$1.45M Buy
24,387
+2,749
+13% +$160K 0.05% 167
2025
Q3 		$1.26M Buy
21,638
+6,518
+43% +$371K 0.06% 106
2025
Q2 		$816K Buy
15,120
+9,696
+179% +$494K 0.05% 117
2025
Q1 		$279K Buy
5,424
+1,737
+47% +$95.6K 0.02% 216
2024
Q4 		$205K Buy
+3,687
New +$211K 0.01% 257

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

BIP Wealth's DFAT Position: Q1 2026 in Review

BIP Wealth increased its Dimensional US Targeted Value ETF (DFAT) stake by 8.2% in Q1 2026, buying an estimated $127K and bringing the position to 26,382 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #149.

BIP Wealth first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • BIP Wealth held 26,382 shares of Dimensional US Targeted Value ETF worth $1.65M as of Q1 2026.
  • BIP Wealth bought 1,995 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $127K.
  • Dimensional US Targeted Value ETF made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #149 holding.
  • BIP Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.