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

Crestmont Private 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 		$12.2M Buy
194,754
+5,252
+3% +$334K 3.83% 8
2025
Q4 		$11.3M Sell
189,502
-57
-0% -$3.33K 3.67% 8
2025
Q3 		$11M Buy
189,559
+2,936
+2% +$167K 3.65% 8
2025
Q2 		$10.1M Sell
186,623
-285
-0.2% -$14.5K 3.64% 8
2025
Q1 		$9.62M Buy
+186,908
New +$10.3M 4.17% 7

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

Crestmont Private Wealth's DFAT Position: Q1 2026 in Review

Crestmont Private Wealth increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.8% in Q1 2026, buying an estimated $334K and bringing the position to 194,754 shares worth $12.2M. The position accounts for 3.83% of the portfolio, ranked #8.

Crestmont Private Wealth first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Crestmont Private Wealth held 194,754 shares of Dimensional US Targeted Value ETF worth $12.2M as of Q1 2026.
  • Crestmont Private Wealth bought 5,252 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $334K.
  • Dimensional US Targeted Value ETF made up 3.83% of Crestmont Private Wealth's portfolio in Q1 2026, its #8 holding.
  • Crestmont Private Wealth first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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