Janney Montgomery Scott
DFAT icon

Janney Montgomery Scott’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Janney Montgomery Scott’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 		$757K Buy
12,126
+293
+2% +$18.6K ﹤0.01% 1809
2025
Q4 		$705K Sell
11,833
-1
-0% -$58 ﹤0.01% 1968
2025
Q3 		$689K Hold
11,834
– – ﹤0.01% 1959
2025
Q2 		$639K Hold
11,834
– – ﹤0.01% 1860
2025
Q1 		$609K Hold
11,834
– – ﹤0.01% 1855
2024
Q4 		$659K Sell
11,834
-16
-0.1% -$915 ﹤0.01% 1820
2024
Q3 		$659K Buy
11,850
+16
+0.1% +$865 ﹤0.01% 1775
2024
Q2 		$614K Buy
11,834
+149
+1% +$7.82K ﹤0.01% 1732
2024
Q1 		$636K Hold
11,685
– – ﹤0.01% 1803
2023
Q4 		$611K Sell
11,685
-1,280
-10% -$59.8K ﹤0.01% 1753
2023
Q3 		$592K Hold
12,965
– – ﹤0.01% 1655
2023
Q2 		$601K Buy
12,965
+685
+6% +$30.1K ﹤0.01% 1721
2023
Q1 		$546K Hold
12,280
– – ﹤0.01% 1669
2022
Q4 		$540K Hold
12,280
– – ﹤0.01% 1719
2022
Q3 		$479K Hold
12,280
– – ﹤0.01% 1732
2022
Q2 		$503K Buy
+12,280
New +$539K ﹤0.01% 1621
2022
Q1 		– Sell
-12,280
Closed -$584K – 2270
2021
Q4 		$584K Hold
12,280
– – ﹤0.01% 1628
2021
Q3 		$545K Buy
12,280
+1,280
+12% +$56.7K ﹤0.01% 1603
2021
Q2 		$493K Buy
+11,000
New +$494K ﹤0.01% 1645

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

Janney Montgomery Scott's DFAT Position: Q1 2026 in Review

Janney Montgomery Scott increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.5% in Q1 2026, buying an estimated $18.6K and bringing the position to 12,126 shares worth $757K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Janney Montgomery Scott first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Janney Montgomery Scott held 12,126 shares of Dimensional US Targeted Value ETF worth $757K as of Q1 2026.
  • Janney Montgomery Scott bought 293 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $18.6K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1809 holding.
  • Janney Montgomery Scott first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.