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Destination Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Destination Wealth 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 		$277K Hold
4,428
– – 0.01% 264
2025
Q4 		$264K Hold
4,428
– – 0.01% 259
2025
Q3 		$258K Sell
4,428
-2,833
-39% -$161K 0.01% 232
2025
Q2 		$392K Buy
+7,261
New +$370K 0.01% 197

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Destination Wealth Management's DFAT Position: Q1 2026 in Review

Destination Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 4,428 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #264.

Destination Wealth Management first reported a position in DFAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Destination Wealth Management held 4,428 shares of Dimensional US Targeted Value ETF worth $277K as of Q1 2026.
  • Destination Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Destination Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Destination Wealth Management's Dimensional US Targeted Value ETF position peaked at $392K in Q2 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.