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Cardiff Park Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cardiff Park Advisors’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 		$19.8M Buy
317,234
+11,460
+4% +$728K 1.58% 12
2025
Q4 		$18.2M Sell
305,774
-20,856
-6% -$1.22M 1.5% 12
2025
Q3 		$19M Sell
326,630
-853
-0.3% -$48.6K 1.46% 14
2025
Q2 		$17.7M Sell
327,483
-41,483
-11% -$2.11M 1.52% 13
2025
Q1 		$19M Buy
368,966
+6,359
+2% +$350K 1.83% 10
2024
Q4 		$20.2M Buy
362,607
+770
+0.2% +$44.1K 1.92% 10
2024
Q3 		$20.1M Buy
361,837
+1,246
+0.3% +$67.4K 1.8% 10
2024
Q2 		$18.7M Buy
360,591
+19,316
+6% +$1.01M 1.79% 10
2024
Q1 		$18.6M Buy
341,275
+6,443
+2% +$332K 1.76% 11
2023
Q4 		$17.5M Sell
334,832
-1,807
-0.5% -$84.5K 1.94% 10
2023
Q3 		$15.4M Buy
336,639
+2,918
+0.9% +$139K 1.94% 10
2023
Q2 		$15.5M Buy
333,721
+27,164
+9% +$1.19M 1.9% 11
2023
Q1 		$13.6M Buy
306,557
+9,227
+3% +$428K 1.79% 11
2022
Q4 		$13.1M Sell
297,330
-1,882
-0.6% -$82.7K 1.82% 11
2022
Q3 		$11.7M Sell
299,212
-8,673
-3% -$370K 1.82% 11
2022
Q2 		$12.4M Sell
307,885
-19,166
-6% -$841K 1.87% 10
2022
Q1 		$15.2M Sell
327,051
-6,656
-2% -$310K 2.15% 8
2021
Q4 		$15.9M Buy
+333,707
New +$15.7M 2.08% 8

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

Cardiff Park Advisors's DFAT Position: Q1 2026 in Review

Cardiff Park Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.7% in Q1 2026, buying an estimated $728K and bringing the position to 317,234 shares worth $19.8M. The position accounts for 1.58% of the portfolio, ranked #12.

Cardiff Park Advisors first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.2M in Q4 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Cardiff Park Advisors held 317,234 shares of Dimensional US Targeted Value ETF worth $19.8M as of Q1 2026.
  • Cardiff Park Advisors bought 11,460 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $728K.
  • Dimensional US Targeted Value ETF made up 1.58% of Cardiff Park Advisors's portfolio in Q1 2026, its #12 holding.
  • Cardiff Park Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Dimensional US Targeted Value ETF position peaked at $20.2M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.