EA
DFAT icon

Efficient Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Efficient Advisors’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 		$9.69M Sell
155,140
-10,141
-6% -$644K 0.69% 26
2025
Q4 		$9.84M Buy
165,281
+20,365
+14% +$1.19M 0.57% 29
2025
Q3 		$8.44M Buy
144,916
+22,667
+19% +$1.29M 0.48% 30
2025
Q2 		$6.6M Buy
122,249
+15,442
+14% +$786K 0.39% 30
2025
Q1 		$5.5M Sell
106,807
-6,452
-6% -$355K 0.36% 34
2024
Q4 		$6.3M Buy
113,259
+13,457
+13% +$770K 0.41% 34
2024
Q3 		$5.55M Buy
99,802
+14,554
+17% +$787K 0.35% 35
2024
Q2 		$4.42M Buy
85,248
+14,968
+21% +$785K 0.29% 35
2024
Q1 		$3.83M Buy
70,280
+6,673
+10% +$344K 0.25% 38
2023
Q4 		$3.33M Sell
63,607
-4,484
-7% -$210K 0.22% 40
2023
Q3 		$3.11M Sell
68,091
-3,329
-5% -$158K 0.21% 40
2023
Q2 		$3.31M Buy
71,420
+6,828
+11% +$300K 0.22% 40
2023
Q1 		$2.87M Sell
64,592
-2,849
-4% -$132K 0.2% 44
2022
Q4 		$2.96M Buy
67,441
+61,048
+955% +$2.68M 0.3% 37
2022
Q3 		$249K Buy
6,393
+121
+2% +$5.16K 0.02% 60
2022
Q2 		$252K Buy
6,272
+1,368
+28% +$60K 0.02% 56
2022
Q1 		$228K Buy
4,904
+6
+0.1% +$279 0.02% 58
2021
Q4 		$233K Buy
+4,898
New +$230K 0.02% 60

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Efficient Advisors's DFAT Position: Q1 2026 in Review

Efficient Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 6.1% in Q1 2026, selling an estimated $644K and leaving 155,140 shares worth $9.69M. The position accounts for 0.69% of the portfolio, ranked #26.

Efficient Advisors first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.84M in Q4 2025. 822 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Efficient Advisors held 155,140 shares of Dimensional US Targeted Value ETF worth $9.69M as of Q1 2026.
  • Efficient Advisors sold 10,141 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $644K.
  • Dimensional US Targeted Value ETF made up 0.69% of Efficient Advisors's portfolio in Q1 2026, its #26 holding.
  • Efficient Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Efficient Advisors's Dimensional US Targeted Value ETF position peaked at $9.84M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.