Elevate Wealth Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Elevate Wealth Advisory’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	$4.4M	Sell	70,478 -1,294	-2%	-$82.2K	2.78%	12
2025 Q4	$4.27M	Buy	71,772 +505	+0.7%	+$29.5K	2.92%	11
2025 Q3	$4.15M	Buy	71,267 +1,626	+2%	+$92.6K	3.01%	11
2025 Q2	$3.76M	Buy	69,641 +4,257	+7%	+$217K	2.67%	11
2025 Q1	$3.37M	Buy	65,384 +1,044	+2%	+$57.5K	2.38%	12
2024 Q4	$3.58M	Buy	64,340 +3,075	+5%	+$176K	2.69%	11
2024 Q3	$3.41M	Buy	61,265 +272	+0.4%	+$14.7K	2.53%	12
2024 Q2	$3.16M	Buy	60,993 +8,033	+15%	+$421K	2.57%	12
2024 Q1	$2.88M	Buy	52,960 +11,488	+28%	+$591K	2.51%	12
2023 Q4	$2.17M	Buy	+41,472	New	+$1.94M	1.99%	15

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B 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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Elevate Wealth Advisory's DFAT Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.8% in Q1 2026, selling an estimated $82.2K and leaving 70,478 shares worth $4.4M. The position accounts for 2.78% of the portfolio, ranked #12.

Elevate Wealth Advisory first reported a position in DFAT in Q4 2023 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Elevate Wealth Advisory held 70,478 shares of Dimensional US Targeted Value ETF worth $4.4M as of Q1 2026.
Elevate Wealth Advisory sold 1,294 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $82.2K.
Dimensional US Targeted Value ETF made up 2.78% of Elevate Wealth Advisory's portfolio in Q1 2026, its #12 holding.
Elevate Wealth Advisory first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.