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Financial Consulate’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Financial Consulate’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 		$2.58M Sell
41,354
-516
-1% -$32.8K 0.32% 29
2025
Q4 		$2.49M Buy
41,870
+2,832
+7% +$165K 0.34% 29
2025
Q3 		$2.27M Sell
39,038
-25,279
-39% -$1.44M 0.32% 27
2025
Q2 		$3.47M Sell
64,317
-71,518
-53% -$3.64M 0.69% 15
2025
Q1 		$6.99M Buy
+135,835
New +$7.47M 1.77% 12

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

Financial Consulate's DFAT Position: Q1 2026 in Review

Financial Consulate reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.2% in Q1 2026, selling an estimated $32.8K and leaving 41,354 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #29.

Financial Consulate first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.99M in Q1 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Financial Consulate held 41,354 shares of Dimensional US Targeted Value ETF worth $2.58M as of Q1 2026.
  • Financial Consulate sold 516 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $32.8K.
  • Dimensional US Targeted Value ETF made up 0.32% of Financial Consulate's portfolio in Q1 2026, its #29 holding.
  • Financial Consulate first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Financial Consulate's Dimensional US Targeted Value ETF position peaked at $6.99M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.