Empower Advisory Group
DFAT icon

Empower Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Empower Advisory Group’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 		$602K Sell
9,646
-3,234
-25% -$205K ﹤0.01% 299
2025
Q4 		$767K Buy
12,880
+2,844
+28% +$166K ﹤0.01% 283
2025
Q3 		$584K Hold
10,036
– – ﹤0.01% 316
2025
Q2 		$542K Hold
10,036
– – ﹤0.01% 316
2025
Q1 		$517K Sell
10,036
-2,103
-17% -$116K ﹤0.01% 318
2024
Q4 		$676K Buy
12,139
+1,700
+16% +$97.3K ﹤0.01% 289
2024
Q3 		$581K Buy
10,439
+4,030
+63% +$218K ﹤0.01% 295
2024
Q2 		$332K Buy
6,409
+79
+1% +$4.14K ﹤0.01% 375
2024
Q1 		$345K Sell
6,330
-1,467
-19% -$75.5K ﹤0.01% 378
2023
Q4 		$408K Buy
7,797
+491
+7% +$23K ﹤0.01% 326
2023
Q3 		$334K Hold
7,306
– – ﹤0.01% 353
2023
Q2 		$339K Hold
7,306
– – ﹤0.01% 362
2023
Q1 		$325K Buy
+7,306
New +$339K ﹤0.01% 366

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

Empower Advisory Group's DFAT Position: Q1 2026 in Review

Empower Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 25% in Q1 2026, selling an estimated $205K and leaving 9,646 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Empower Advisory Group first reported a position in DFAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $767K in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Empower Advisory Group held 9,646 shares of Dimensional US Targeted Value ETF worth $602K as of Q1 2026.
  • Empower Advisory Group sold 3,234 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $205K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #299 holding.
  • Empower Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Dimensional US Targeted Value ETF position peaked at $767K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.