HWM
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Hemington Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$506K Hold
8,700
– – 0.07% 82
2025
Q2 		$469K Hold
8,700
– – 0.07% 81
2025
Q1 		$447K Sell
8,700
-57
-0.7% -$3.14K 0.07% 79
2024
Q4 		$487K Sell
8,757
-53
-0.6% -$3.03K 0.12% 74
2024
Q3 		$481K Sell
8,810
-34
-0.4% -$1.84K 0.13% 73
2024
Q2 		$458K Hold
8,844
– – 0.15% 74
2024
Q1 		$482K Sell
8,844
-1,638
-16% -$84.3K 0.17% 70
2023
Q4 		$549K Hold
10,482
– – 0.21% 61
2023
Q3 		$478K Sell
10,482
-1,154
-10% -$54.8K 0.23% 55
2023
Q2 		$539K Buy
11,636
+408
+4% +$17.9K 0.22% 53
2023
Q1 		$499K Sell
11,228
-129
-1% -$5.98K 0.2% 54
2022
Q4 		$499K Sell
11,357
-9,174
-45% -$403K 0.21% 50
2022
Q3 		$800K Sell
20,531
-15,294
-43% -$652K 0.35% 33
2022
Q2 		$1.44M Buy
35,825
+17,161
+92% +$753K 0.57% 29
2022
Q1 		$869K Buy
+18,664
New +$869K 0.29% 43
2021
Q4 		– Sell
-7,043
Closed -$313K – 88
2021
Q3 		$313K Buy
+7,043
New +$312K 0.12% 77

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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Hemington Wealth Management's DFAT Position: Q3 2025 in Review

Hemington Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q3 2025 at 8,700 shares worth $506K. The position accounts for 0.07% of the portfolio, ranked #82.

Hemington Wealth Management first reported a position in DFAT in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.44M in Q2 2022. 729 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • Hemington Wealth Management held 8,700 shares of Dimensional US Targeted Value ETF worth $506K as of Q3 2025.
  • Hemington Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q3 2025.
  • Dimensional US Targeted Value ETF made up 0.07% of Hemington Wealth Management's portfolio in Q3 2025, its #82 holding.
  • Hemington Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 16 quarters since.
  • Hemington Wealth Management's Dimensional US Targeted Value ETF position peaked at $1.44M in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.