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Hill Investment Group Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hill Investment Group 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 		$4.32M Hold
69,156
– – 0.48% 18
2025
Q4 		$4.12M Sell
69,156
-1,381
-2% -$80.6K 0.49% 17
2025
Q3 		$4.11M Sell
70,537
-1,266
-2% -$72.1K 0.5% 17
2025
Q2 		$3.87M Sell
71,803
-4,538
-6% -$231K 0.5% 18
2025
Q1 		$3.93M Sell
76,341
-495,786
-87% -$27.3M 0.54% 18
2024
Q4 		$31.8M Sell
572,127
-66,153
-10% -$3.78M 4.27% 10
2024
Q3 		$32.8M Buy
638,280
+1,856
+0.3% +$100K 4.57% 8
2024
Q2 		$35.5M Buy
636,424
+3,529
+0.6% +$185K 4.79% 8
2024
Q1 		$34.4M Sell
632,895
-20,710
-3% -$1.07M 4.86% 7
2023
Q4 		$34.2M Sell
653,605
-4,685
-0.7% -$219K 5.03% 6
2023
Q3 		$30.1M Sell
658,290
-21,546
-3% -$1.02M 5% 7
2023
Q2 		$31.5M Sell
679,836
-8,863
-1% -$389K 5.68% 6
2023
Q1 		$30.6M Sell
688,699
-20,392
-3% -$945K 6.03% 5
2022
Q4 		$31.2M Sell
709,091
-21,695
-3% -$953K 7.54% 3
2022
Q3 		$28.5M Buy
730,786
+6,087
+0.8% +$260K 8.2% 3
2022
Q2 		$29.1M Sell
724,699
-44,071
-6% -$1.93M 8.13% 3
2022
Q1 		$35.8M Sell
768,770
-1,158
-0.2% -$53.9K 11.73% 3
2021
Q4 		$36.6M Sell
769,928
-7,539
-1% -$354K 21.39% 2
2021
Q3 		$34.5M Buy
777,467
+771
+0.1% +$34.2K 22.32% 2
2021
Q2 		$34.8M Buy
+776,696
New +$34.9M 28.79% 2

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 $7.79B 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

Hill Investment Group Partners's DFAT Position: Q1 2026 in Review

Hill Investment Group Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 69,156 shares worth $4.32M. The position accounts for 0.48% of the portfolio, ranked #18.

Hill Investment Group Partners first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $36.6M in Q4 2021. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Hill Investment Group Partners held 69,156 shares of Dimensional US Targeted Value ETF worth $4.32M as of Q1 2026.
  • Hill Investment Group Partners left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.48% of Hill Investment Group Partners's portfolio in Q1 2026, its #18 holding.
  • Hill Investment Group Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Hill Investment Group Partners's Dimensional US Targeted Value ETF position peaked at $36.6M in Q4 2021.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.