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

EverSource Wealth 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	$3.58M	Buy	57,372 +552	+1%	+$35.1K	0.11%	148
2025 Q4	$3.38M	Sell	56,820 -11,979	-17%	-$699K	0.12%	135
2025 Q3	$4M	Sell	68,799 -44	-0.1%	-$2.51K	0.16%	119
2025 Q2	$3.71M	Buy	68,843 +13,822	+25%	+$704K	0.17%	115
2025 Q1	$2.83M	Sell	55,021 -107	-0.2%	-$5.89K	0.16%	122
2024 Q4	$3.07M	Sell	55,128 -608	-1%	-$34.8K	0.17%	115
2024 Q3	$3.1M	Buy	55,736 +702	+1%	+$38K	0.2%	105
2024 Q2	$3.14M	Buy	55,034 +42	+0.1%	+$2.2K	0.21%	100
2024 Q1	$2.81M	Buy	54,992 +100	+0.2%	+$5.15K	0.22%	97
2023 Q4	$2.87M	Buy	54,892 +266	+0.5%	+$12.4K	0.26%	88
2023 Q3	$2.5M	Sell	54,626 -1,585	-3%	-$75.3K	0.26%	85
2023 Q2	$2.61M	Sell	56,211 -582	-1%	-$25.5K	0.29%	85
2023 Q1	$2.53M	Sell	56,793 -274	-0.5%	-$12.7K	0.32%	84
2022 Q4	$2.51M	Hold	57,067	–	–	0.38%	66
2022 Q3	$2.23M	Buy	57,067 +15,300	+37%	+$653K	0.51%	40
2022 Q2	$1.68M	Sell	41,767 -1,649	-4%	-$72.3K	0.43%	48
2022 Q1	$2.02M	Sell	43,416 -4,354	-9%	-$203K	0.51%	37
2021 Q4	$2.27M	Buy	+47,770	New	+$2.24M	0.64%	32

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 $7.07B 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

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

EverSource Wealth Advisors's DFAT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.97% in Q1 2026, buying an estimated $35.1K and bringing the position to 57,372 shares worth $3.58M. The position accounts for 0.11% of the portfolio, ranked #148.

EverSource Wealth Advisors first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4M in Q3 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

EverSource Wealth Advisors held 57,372 shares of Dimensional US Targeted Value ETF worth $3.58M as of Q1 2026.
EverSource Wealth Advisors bought 552 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $35.1K.
Dimensional US Targeted Value ETF made up 0.11% of EverSource Wealth Advisors's portfolio in Q1 2026, its #148 holding.
EverSource Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $4M in Q3 2025.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.