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

Chico Wealth RIA’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 		– Sell
-5,859
Closed -$349K – 39
2025
Q4 		$349K Buy
5,859
+928
+19% +$54.1K 0.23% 27
2025
Q3 		$287K Hold
4,931
– – 0.2% 29
2025
Q2 		$266K Hold
4,931
– – 0.21% 25
2025
Q1 		$254K Buy
4,931
+573
+13% +$31.5K 0.22% 21
2024
Q4 		$243K Hold
4,358
– – 0.21% 23
2024
Q3 		$242K Hold
4,358
– – 0.21% 27
2024
Q2 		$226K Hold
4,358
– – 0.21% 26
2024
Q1 		$237K Buy
+4,358
New +$224K 0.22% 26

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

Chico Wealth RIA's DFAT Position: Q1 2026 in Review

Chico Wealth RIA sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 5,859 shares — an estimated $349K sold.

Chico Wealth RIA first reported a position in DFAT in Q1 2024 and held it in 8 quarters. The position peaked at $349K in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Chico Wealth RIA reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Chico Wealth RIA sold 5,859 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $349K.
  • Chico Wealth RIA first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 8 quarters.
  • Chico Wealth RIA's Dimensional US Targeted Value ETF position peaked at $349K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.