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Diversify Advisory Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Diversify Advisory Services’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
-4,924
Closed -$311K – 368
2025
Q4 		$311K Sell
4,924
-4,196
-46% -$245K 0.01% 748
2025
Q3 		$520K Sell
9,120
-250
-3% -$14.2K 0.02% 553
2025
Q2 		$526K Sell
9,370
-1,862
-17% -$94.8K 0.02% 516
2025
Q1 		$556K Buy
11,232
+1
+0% +$55 0.03% 341
2024
Q4 		$614K Sell
11,231
-4,965
-31% -$284K 0.03% 323
2024
Q3 		$895K Sell
16,196
-3,347
-17% -$181K 0.05% 273
2024
Q2 		$997K Sell
19,543
-3,078
-14% -$161K 0.05% 244
2024
Q1 		$1.22M Buy
+22,621
New +$1.16M 0.07% 209

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

Diversify Advisory Services's DFAT Position: Q1 2026 in Review

Diversify Advisory Services sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 4,924 shares — an estimated $311K sold.

Diversify Advisory Services first reported a position in DFAT in Q1 2024 and held it in 8 quarters. The position peaked at $1.22M in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Diversify Advisory Services reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,924 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $311K.
  • Diversify Advisory Services first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Dimensional US Targeted Value ETF position peaked at $1.22M in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.