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

Francis Financial’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 		– Sell
-11,409
Closed -$679K – 120
2025
Q4 		$679K Buy
+11,409
New +$666K 0.13% 60

Other funds holding DFAT

Creative Planning
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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

Francis Financial's DFAT Position: Q1 2026 in Review

Francis Financial sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 11,409 shares — an estimated $679K sold.

Francis Financial first reported a position in DFAT in Q4 2025 and held it in 1 quarter. The position peaked at $679K in Q4 2025. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Francis Financial reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Francis Financial sold 11,409 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $679K.
  • Francis Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and held it in 1 quarter.
  • Francis Financial's Dimensional US Targeted Value ETF position peaked at $679K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.