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

IEQ 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 		$692K Buy
11,084
+13
+0.1% +$826 ﹤0.01% 1167
2025
Q4 		$659K Buy
11,071
+15
+0.1% +$875 ﹤0.01% 1205
2025
Q3 		$644K Buy
11,056
+314
+3% +$17.9K ﹤0.01% 1186
2025
Q2 		$580K Buy
10,742
+417
+4% +$21.2K ﹤0.01% 1097
2025
Q1 		$532K Buy
10,325
+3,039
+42% +$167K ﹤0.01% 952
2024
Q4 		$406K Hold
7,286
– – ﹤0.01% 919
2024
Q3 		$405K Hold
7,286
– – 0.01% 825
2024
Q2 		$378K Buy
+7,286
New +$382K 0.01% 739

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 $7.07B 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
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

IEQ Capital's DFAT Position: Q1 2026 in Review

IEQ Capital increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.12% in Q1 2026, buying an estimated $826 and bringing the position to 11,084 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

IEQ Capital first reported a position in DFAT in Q2 2024 and has held it in 8 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • IEQ Capital held 11,084 shares of Dimensional US Targeted Value ETF worth $692K as of Q1 2026.
  • IEQ Capital bought 13 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $826.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1167 holding.
  • IEQ Capital first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.