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

Hutchinson Capital 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
2026
Q2 		$2.82M Buy
40,343
+3,812
+10% +$255K 0.48% 41
2026
Q1 		$2.28M Buy
36,531
+1,986
+6% +$126K 0.42% 39
2025
Q4 		$2.06M Buy
34,545
+1,933
+6% +$113K 0.35% 38
2025
Q3 		$1.9M Buy
32,612
+2,173
+7% +$124K 0.33% 41
2025
Q2 		$1.64M Buy
30,439
+2,919
+11% +$149K 0.3% 43
2025
Q1 		$1.42M Buy
27,520
+307
+1% +$16.9K 0.27% 44
2024
Q4 		$1.51M Buy
27,213
+17,378
+177% +$994K 0.29% 41
2024
Q3 		$547K Buy
9,835
+1,080
+12% +$58.4K 0.1% 61
2024
Q2 		$454K Buy
8,755
+138
+2% +$7.24K 0.09% 61
2024
Q1 		$469K Buy
8,617
+600
+7% +$30.9K 0.09% 55
2023
Q4 		$420K Buy
8,017
+8
+0.1% +$374 0.09% 61
2023
Q3 		$366K Buy
8,009
+112
+1% +$5.32K 0.09% 62
2023
Q2 		$366K Buy
+7,897
New +$347K 0.09% 60

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Hutchinson Capital Management's DFAT Position: Q2 2026 in Review

Hutchinson Capital Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 10% in Q2 2026, buying an estimated $255K and bringing the position to 40,343 shares worth $2.82M. The position accounts for 0.48% of the portfolio, ranked #41.

Hutchinson Capital Management first reported a position in DFAT in Q2 2023 and has held it in 13 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Hutchinson Capital Management held 40,343 shares of Dimensional US Targeted Value ETF worth $2.82M as of Q2 2026.
  • Hutchinson Capital Management bought 3,812 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $255K.
  • Dimensional US Targeted Value ETF made up 0.48% of Hutchinson Capital Management's portfolio in Q2 2026, its #41 holding.
  • Hutchinson Capital Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Hutchinson Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.