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

Forvis Mazars 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 		$30.2M Sell
483,448
-22,607
-4% -$1.44M 0.57% 26
2025
Q4 		$30.1M Sell
506,055
-47,192
-9% -$2.75M 0.57% 28
2025
Q3 		$32.2M Sell
553,247
-48,567
-8% -$2.77M 0.64% 27
2025
Q2 		$32.5M Sell
601,814
-83,460
-12% -$4.25M 0.7% 25
2025
Q1 		$35.3M Sell
685,274
-118,206
-15% -$6.5M 0.85% 21
2024
Q4 		$44.7M Sell
803,480
-50,733
-6% -$2.9M 1.03% 19
2024
Q3 		$47.5M Sell
854,213
-25,205
-3% -$1.36M 1.09% 18
2024
Q2 		$45.6M Sell
879,418
-10,064
-1% -$528K 1.14% 17
2024
Q1 		$48.4M Sell
889,482
-18,023
-2% -$928K 1.23% 16
2023
Q4 		$47.5M Sell
907,505
-42,022
-4% -$1.96M 1.32% 16
2023
Q3 		$43.4M Sell
949,527
-17,294
-2% -$821K 1.31% 16
2023
Q2 		$44.9M Buy
966,821
+41,823
+5% +$1.84M 1.31% 13
2023
Q1 		$41.2M Buy
924,998
+17,008
+2% +$789K 1.35% 14
2022
Q4 		$39.9M Buy
907,990
+51,266
+6% +$2.25M 1.4% 13
2022
Q3 		$33.4M Buy
856,724
+34,155
+4% +$1.46M 1.35% 10
2022
Q2 		$33.1M Buy
+822,569
New +$36.1M 1.34% 10

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 $7.79B 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
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

Forvis Mazars Wealth Advisors's DFAT Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4.5% in Q1 2026, selling an estimated $1.44M and leaving 483,448 shares worth $30.2M. The position accounts for 0.57% of the portfolio, ranked #26.

Forvis Mazars Wealth Advisors first reported a position in DFAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $48.4M in Q1 2024. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 483,448 shares of Dimensional US Targeted Value ETF worth $30.2M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 22,607 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.44M.
  • Dimensional US Targeted Value ETF made up 0.57% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $48.4M in Q1 2024.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.