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Clear Creek Financial Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clear Creek Financial Management’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 		$1.13M Buy
18,133
+795
+5% +$50.5K 0.09% 235
2025
Q4 		$1.03M Buy
17,338
+17
+0.1% +$992 0.08% 230
2025
Q3 		$1.01M Buy
17,321
+359
+2% +$20.4K 0.09% 234
2025
Q2 		$915K Sell
16,962
-1,700
-9% -$86.6K 0.09% 232
2025
Q1 		$961K Buy
18,662
+8,539
+84% +$470K 0.1% 193
2024
Q4 		$563K Buy
10,123
+44
+0.4% +$2.52K 0.06% 273
2024
Q3 		$561K Buy
10,079
+200
+2% +$10.8K 0.06% 244
2024
Q2 		$512K Sell
9,879
-6,576
-40% -$345K 0.06% 251
2024
Q1 		$896K Buy
16,455
+1,169
+8% +$60.2K 0.11% 165
2023
Q4 		$800K Buy
15,286
+8,648
+130% +$404K 0.13% 141
2023
Q3 		$303K Sell
6,638
-412
-6% -$19.6K 0.05% 239
2023
Q2 		$327K Buy
7,050
+1,316
+23% +$57.8K 0.06% 232
2023
Q1 		$255K Buy
+5,734
New +$266K 0.05% 245

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

Clear Creek Financial Management's DFAT Position: Q1 2026 in Review

Clear Creek Financial Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.6% in Q1 2026, buying an estimated $50.5K and bringing the position to 18,133 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #235.

Clear Creek Financial Management first reported a position in DFAT in Q1 2023 and has held it in 13 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Clear Creek Financial Management held 18,133 shares of Dimensional US Targeted Value ETF worth $1.13M as of Q1 2026.
  • Clear Creek Financial Management bought 795 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $50.5K.
  • Dimensional US Targeted Value ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q1 2026, its #235 holding.
  • Clear Creek Financial Management first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.