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Hurley Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hurley Capital’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 		$159K Buy
2,554
+7
+0.3% +$445 0.09% 97
2025
Q4 		$152K Sell
2,547
-947
-27% -$55.3K 0.08% 98
2025
Q3 		$203K Sell
3,494
-173
-5% -$9.85K 0.11% 91
2025
Q2 		$198K Sell
3,667
-2,782
-43% -$142K 0.14% 72
2025
Q1 		$332K Buy
6,449
+404
+7% +$22.2K 0.25% 63
2024
Q4 		$338K Buy
+6,045
New +$346K 0.27% 54

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

Hurley Capital's DFAT Position: Q1 2026 in Review

Hurley Capital increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.27% in Q1 2026, buying an estimated $445 and bringing the position to 2,554 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #97.

Hurley Capital first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2024. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Hurley Capital held 2,554 shares of Dimensional US Targeted Value ETF worth $159K as of Q1 2026.
  • Hurley Capital bought 7 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $445.
  • Dimensional US Targeted Value ETF made up 0.09% of Hurley Capital's portfolio in Q1 2026, its #97 holding.
  • Hurley Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Hurley Capital's Dimensional US Targeted Value ETF position peaked at $338K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.