IAG Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

IAG Wealth 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	$53.2K	Hold	852	–	–	0.01%	210
2025 Q4	$50.7K	Hold	852	–	–	0.01%	207
2025 Q3	$49.6K	Buy	852 +663	+351%	+$37.8K	0.01%	213
2025 Q2	$10.2K	Hold	189	–	–	﹤0.01%	339
2025 Q1	$9.73K	Hold	189	–	–	﹤0.01%	340
2024 Q4	$10.5K	Hold	189	–	–	﹤0.01%	340
2024 Q3	$10.5K	Hold	189	–	–	﹤0.01%	338
2024 Q2	$9.8K	Hold	189	–	–	﹤0.01%	333
2024 Q1	$10.3K	Hold	189	–	–	﹤0.01%	311
2023 Q4	$9.89K	Hold	189	–	–	﹤0.01%	305
2023 Q3	$8.63K	Hold	189	–	–	﹤0.01%	313
2023 Q2	$8.77K	Hold	189	–	–	﹤0.01%	326
2023 Q1	$8.41K	Hold	189	–	–	﹤0.01%	331
2022 Q4	$8.31K	Hold	189	–	–	﹤0.01%	308
2022 Q3	$7K	Hold	189	–	–	﹤0.01%	300
2022 Q2	$8K	Buy	+189	New	+$8.29K	﹤0.01%	292
2022 Q1	–	Sell	-189	Closed	-$9K	–	447
2021 Q4	$9K	Hold	189	–	–	﹤0.01%	310
2021 Q3	$9K	Hold	189	–	–	﹤0.01%	278
2021 Q2	$9K	Buy	+189	New	+$8.49K	﹤0.01%	270

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 $7.07B AUM 18.05% 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

IAG Wealth Partners's DFAT Position: Q1 2026 in Review

IAG Wealth Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 852 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #210.

IAG Wealth Partners first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

IAG Wealth Partners held 852 shares of Dimensional US Targeted Value ETF worth $53.2K as of Q1 2026.
IAG Wealth Partners left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
Dimensional US Targeted Value ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #210 holding.
IAG Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.