Foster Dykema Cabot & Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Foster Dykema Cabot & Partners’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	$61K	Hold	976	–	–	﹤0.01%	173
2025 Q4	$58.1K	Hold	976	–	–	﹤0.01%	183
2025 Q3	$56.8K	Hold	976	–	–	﹤0.01%	200
2025 Q2	$52.7K	Hold	976	–	–	﹤0.01%	195
2025 Q1	$50.3K	Hold	976	–	–	﹤0.01%	189
2024 Q4	$54.3K	Hold	976	–	–	﹤0.01%	198
2024 Q3	$54.3K	Hold	976	–	–	﹤0.01%	215
2024 Q2	$50.6K	Hold	976	–	–	﹤0.01%	175
2024 Q1	$53.1K	Buy	+976	New	+$50.2K	﹤0.01%	176

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

Foster Dykema Cabot & Partners's DFAT Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 976 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Foster Dykema Cabot & Partners first reported a position in DFAT in Q1 2024 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Foster Dykema Cabot & Partners held 976 shares of Dimensional US Targeted Value ETF worth $61K as of Q1 2026.
Foster Dykema Cabot & Partners left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
Dimensional US Targeted Value ETF made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #173 holding.
Foster Dykema Cabot & Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 9 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.