IWM
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IHT Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

IHT Wealth 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 		$1.21M Buy
19,425
+4,714
+32% +$299K 0.03% 511
2025
Q4 		$876K Buy
14,711
+9,978
+211% +$582K 0.02% 576
2025
Q3 		$276K Buy
4,733
+21
+0.4% +$1.2K 0.01% 965
2025
Q2 		$254K Buy
4,712
+21
+0.4% +$1.07K 0.01% 965
2025
Q1 		$242K Buy
4,691
+14
+0.3% +$770 0.01% 944
2024
Q4 		$260K Buy
4,677
+17
+0.4% +$973 0.01% 908
2024
Q3 		$259K Buy
4,660
+16
+0.3% +$865 0.01% 970
2024
Q2 		$241K Sell
4,644
-26,230
-85% -$1.38M 0.01% 878
2024
Q1 		$1.68M Sell
30,874
-1,215
-4% -$62.5K 0.07% 299
2023
Q4 		$1.68M Sell
32,089
-4,055
-11% -$190K 0.07% 255
2023
Q3 		$1.65M Buy
36,144
+8,182
+29% +$389K 0.08% 230
2023
Q2 		$1.3M Buy
27,962
+22,794
+441% +$1M 0.07% 275
2023
Q1 		$230K Buy
5,168
+558
+12% +$25.9K 0.01% 798
2022
Q4 		$203K Buy
+4,610
New +$202K 0.01% 815
2022
Q1 		– Sell
-4,490
Closed -$213K – 789
2021
Q4 		$213K Buy
+4,490
New +$211K 0.02% 731

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

IHT Wealth Management's DFAT Position: Q1 2026 in Review

IHT Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 32% in Q1 2026, buying an estimated $299K and bringing the position to 19,425 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #511.

IHT Wealth Management first reported a position in DFAT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • IHT Wealth Management held 19,425 shares of Dimensional US Targeted Value ETF worth $1.21M as of Q1 2026.
  • IHT Wealth Management bought 4,714 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $299K.
  • Dimensional US Targeted Value ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #511 holding.
  • IHT Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 15 quarters since.
  • IHT Wealth Management's Dimensional US Targeted Value ETF position peaked at $1.68M in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.