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Harbour Investments’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Harbour Investments’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 		$1.25M Buy
20,039
+12,103
+153% +$769K 0.02% 687
2025
Q4 		$473K Buy
7,936
+4,081
+106% +$238K 0.01% 876
2025
Q3 		$224K Buy
3,855
+716
+23% +$40.8K 0.01% 1182
2025
Q2 		$169K Buy
3,139
+91
+3% +$4.63K ﹤0.01% 1247
2025
Q1 		$157K Buy
3,048
+734
+32% +$40.4K ﹤0.01% 1215
2024
Q4 		$129K Hold
2,314
– – ﹤0.01% 1248
2024
Q3 		$129K Buy
2,314
+4
+0.2% +$216 ﹤0.01% 1201
2024
Q2 		$120K Buy
2,310
+48
+2% +$2.52K ﹤0.01% 1157
2024
Q1 		$123K Buy
2,262
+137
+6% +$7.05K ﹤0.01% 1116
2023
Q4 		$111K Sell
2,125
-112
-5% -$5.24K ﹤0.01% 1092
2023
Q3 		$102K Hold
2,237
– – 0.01% 1048
2023
Q2 		$104K Hold
2,237
– – 0.01% 1048
2023
Q1 		$99.5K Hold
2,237
– – 0.01% 1045
2022
Q4 		$98.3K Hold
2,237
– – 0.01% 1010
2022
Q3 		$90K Hold
2,237
– – 0.01% 1016
2022
Q2 		$90K Buy
+2,237
New +$98.1K 0.01% 1016
2021
Q4 		$106K Sell
2,237
-1,259
-36% -$59.1K 0.01% 953
2021
Q3 		$155K Hold
3,496
– – 0.01% 1144
2021
Q2 		$157K Buy
+3,496
New +$157K 0.01% 1164

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

Harbour Investments's DFAT Position: Q1 2026 in Review

Harbour Investments increased its Dimensional US Targeted Value ETF (DFAT) stake by 153% in Q1 2026, buying an estimated $769K and bringing the position to 20,039 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #687.

Harbour Investments first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Harbour Investments held 20,039 shares of Dimensional US Targeted Value ETF worth $1.25M as of Q1 2026.
  • Harbour Investments bought 12,103 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $769K.
  • Dimensional US Targeted Value ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #687 holding.
  • Harbour Investments first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.