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Howe & Rusling’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Howe & Rusling’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 		$68.8K Hold
1,101
– – ﹤0.01% 347
2025
Q4 		$65.6K Hold
1,101
– – ﹤0.01% 354
2025
Q3 		$64.1K Hold
1,101
– – ﹤0.01% 340
2025
Q2 		$59.4K Hold
1,101
– – ﹤0.01% 340
2025
Q1 		$56.7K Hold
1,101
– – ﹤0.01% 324
2024
Q4 		$61.3K Hold
1,101
– – 0.01% 304
2024
Q3 		$61.2K Buy
+1,101
New +$59.5K 0.01% 294
2024
Q2 		– Sell
-170
Closed -$9.25K – 370
2024
Q1 		$9.25K Buy
+170
New +$8.75K ﹤0.01% 343

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

Howe & Rusling's DFAT Position: Q1 2026 in Review

Howe & Rusling held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 1,101 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Howe & Rusling first reported a position in DFAT in Q1 2024 and has held it in 8 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Howe & Rusling held 1,101 shares of Dimensional US Targeted Value ETF worth $68.8K as of Q1 2026.
  • Howe & Rusling left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #347 holding.
  • Howe & Rusling first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.