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Integrated Advisors Network’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Integrated Advisors Network’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 		$321K Sell
5,138
-642
-11% -$40.8K 0.02% 546
2025
Q4 		$344K Sell
5,780
-881
-13% -$51.4K 0.02% 558
2025
Q3 		$388K Sell
6,661
-184
-3% -$10.5K 0.02% 564
2025
Q2 		$369K Buy
6,845
+259
+4% +$13.2K 0.02% 567
2025
Q1 		$339K Sell
6,586
-4,134
-39% -$227K 0.02% 551
2024
Q4 		$597K Hold
10,720
– – 0.03% 411
2024
Q3 		$596K Sell
10,720
-6
-0.1% -$324 0.03% 426
2024
Q2 		$556K Sell
10,726
-26
-0.2% -$1.36K 0.03% 413
2024
Q1 		$585K Sell
10,752
-371
-3% -$19.1K 0.03% 426
2023
Q4 		$582K Sell
11,123
-913
-8% -$42.7K 0.03% 394
2023
Q3 		$550K Sell
12,036
-156
-1% -$7.41K 0.03% 392
2023
Q2 		$566K Buy
12,192
+106
+0.9% +$4.65K 0.03% 403
2023
Q1 		$538K Sell
12,086
-984
-8% -$45.6K 0.03% 410
2022
Q4 		$574K Sell
13,070
-1,924
-13% -$84.5K 0.04% 380
2022
Q3 		$584K Buy
14,994
+3,729
+33% +$159K 0.04% 364
2022
Q2 		$453K Sell
11,265
-315
-3% -$13.8K 0.03% 445
2022
Q1 		$539K Sell
11,580
-254
-2% -$11.8K 0.03% 421
2021
Q4 		$562K Sell
11,834
-48
-0.4% -$2.25K 0.03% 392
2021
Q3 		$528K Sell
11,882
-1,332
-10% -$59K 0.04% 384
2021
Q2 		$592K Buy
+13,214
New +$594K 0.04% 325

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 $7.79B 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
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

Integrated Advisors Network's DFAT Position: Q1 2026 in Review

Integrated Advisors Network reduced its Dimensional US Targeted Value ETF (DFAT) stake by 11% in Q1 2026, selling an estimated $40.8K and leaving 5,138 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #546.

Integrated Advisors Network first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $597K in Q4 2024. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Integrated Advisors Network held 5,138 shares of Dimensional US Targeted Value ETF worth $321K as of Q1 2026.
  • Integrated Advisors Network sold 642 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $40.8K.
  • Dimensional US Targeted Value ETF made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #546 holding.
  • Integrated Advisors Network first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Advisors Network's Dimensional US Targeted Value ETF position peaked at $597K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.