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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Hutchinson Capital Management's DFAT Position: Q1 2026 in Review

Hutchinson Capital Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 5.7% in Q1 2026, buying an estimated $126K and bringing the position to 36,531 shares worth $2.28M. The position accounts for 0.42% of the portfolio, ranked #39.

Hutchinson Capital Management first reported a position in DFAT in Q2 2023 and has held it in 12 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Hutchinson Capital Management held 36,531 shares of Dimensional US Targeted Value ETF worth $2.28M as of Q1 2026.
Hutchinson Capital Management bought 1,986 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $126K.
Dimensional US Targeted Value ETF made up 0.42% of Hutchinson Capital Management's portfolio in Q1 2026, its #39 holding.
Hutchinson Capital Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 12 quarters since.
818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.