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

Greenspring 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	$5.74M	Sell	91,887 -786	-0.8%	-$49.9K	0.35%	37
2025 Q4	$5.52M	Buy	92,673 +84,124	+984%	+$4.91M	0.34%	40
2025 Q3	$498K	Buy	+8,549	New	+$487K	0.09%	59
2025 Q1	$440K	Hold	8,549	–	–	0.1%	55
2024 Q4	$476K	Hold	8,549	–	–	0.1%	53
2024 Q3	$476K	Hold	8,549	–	–	0.1%	53
2024 Q2	$443K	Hold	8,549	–	–	0.11%	44
2024 Q1	$465K	Hold	8,549	–	–	0.12%	42
2023 Q4	$447K	Hold	8,549	–	–	0.12%	40
2023 Q3	$391K	Hold	8,549	–	–	0.12%	38
2023 Q2	$397K	Sell	8,549 -1,081	-11%	-$47.4K	0.12%	39
2023 Q1	$429K	Buy	9,630 +1,081	+13%	+$50.1K	0.09%	75
2022 Q4	$376K	Hold	8,549	–	–	0.1%	73
2022 Q3	$333K	Hold	8,549	–	–	0.1%	75
2022 Q2	$344K	Hold	8,549	–	–	0.1%	76
2022 Q1	$398K	Hold	8,549	–	–	0.11%	66
2021 Q4	$406K	Buy	+8,549	New	+$401K	0.1%	68

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 $7.79B 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 $11.8B AUM 25.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Greenspring Advisors's DFAT Position: Q1 2026 in Review

Greenspring Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.85% in Q1 2026, selling an estimated $49.9K and leaving 91,887 shares worth $5.74M. The position accounts for 0.35% of the portfolio, ranked #37.

Greenspring Advisors first reported a position in DFAT in Q4 2021 and has held it in 17 quarters since. 821 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Greenspring Advisors held 91,887 shares of Dimensional US Targeted Value ETF worth $5.74M as of Q1 2026.
Greenspring Advisors sold 786 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $49.9K.
Dimensional US Targeted Value ETF made up 0.35% of Greenspring Advisors's portfolio in Q1 2026, its #37 holding.
Greenspring Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 17 quarters since.
821 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.