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Intelligent Financial Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Intelligent Financial Strategies’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 		– Sell
-729
Closed -$43.4K – 65
2025
Q4 		$43.4K Hold
729
– – 0.02% 55
2025
Q3 		$42.4K Hold
729
– – 0.02% 55
2025
Q2 		$39.3K Hold
729
– – 0.02% 62
2025
Q1 		$37.5K Hold
729
– – 0.02% 65
2024
Q4 		$40.6K Sell
729
-23
-3% -$1.32K 0.02% 62
2024
Q3 		$41.8K Sell
752
-144
-16% -$7.79K 0.02% 62
2024
Q2 		$46.5K Hold
896
– – 0.03% 56
2024
Q1 		$48.8K Sell
896
-480
-35% -$24.7K 0.03% 56
2023
Q4 		$72K Sell
1,376
-443
-24% -$20.7K 0.05% 49
2023
Q3 		$83.1K Sell
1,819
-216
-11% -$10.3K 0.06% 50
2023
Q2 		$94.4K Sell
2,035
-475
-19% -$20.8K 0.07% 49
2023
Q1 		$112K Hold
2,510
– – 0.09% 45
2022
Q4 		$110K Hold
2,510
– – 0.09% 52
2022
Q3 		$98K Hold
2,510
– – 0.1% 51
2022
Q2 		$101K Hold
2,510
– – 0.1% 52
2022
Q1 		$117K Hold
2,510
– – 0.11% 52
2021
Q4 		$119K Buy
+2,510
New +$118K 0.11% 57

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

Intelligent Financial Strategies's DFAT Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 729 shares — an estimated $43.4K sold.

Intelligent Financial Strategies first reported a position in DFAT in Q4 2021 and held it in 17 quarters. The position peaked at $119K in Q4 2021. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Intelligent Financial Strategies reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Intelligent Financial Strategies sold 729 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $43.4K.
  • Intelligent Financial Strategies first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 17 quarters.
  • Intelligent Financial Strategies's Dimensional US Targeted Value ETF position peaked at $119K in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.