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

Centaurus Financial’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	$1.01M	Buy	16,182 +1,780	+12%	+$113K	0.05%	339
2025 Q4	$857K	Buy	14,402 +858	+6%	+$50.1K	0.04%	385
2025 Q3	$788K	Buy	13,544 +676	+5%	+$38.5K	0.04%	393
2025 Q2	$694K	Buy	12,868 +844	+7%	+$43K	0.04%	375
2025 Q1	$619K	Buy	12,024 +1,116	+10%	+$61.4K	0.04%	396
2024 Q4	$607K	Buy	10,908 +456	+4%	+$26.1K	0.04%	385
2024 Q3	$581K	Buy	10,452 +764	+8%	+$41.3K	0.04%	377
2024 Q2	$503K	Buy	9,688 +344	+4%	+$18K	0.03%	387
2024 Q1	$509K	Buy	+9,344	New	+$481K	0.04%	379

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Centaurus Financial's DFAT Position: Q1 2026 in Review

Centaurus Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 12% in Q1 2026, buying an estimated $113K and bringing the position to 16,182 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #339.

Centaurus Financial first reported a position in DFAT in Q1 2024 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Centaurus Financial held 16,182 shares of Dimensional US Targeted Value ETF worth $1.01M as of Q1 2026.
Centaurus Financial bought 1,780 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $113K.
Dimensional US Targeted Value ETF made up 0.05% of Centaurus Financial's portfolio in Q1 2026, its #339 holding.
Centaurus Financial first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 9 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.