JWM
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JPL Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

JPL 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 		$79.4K Buy
+1,272
New +$80.8K 0.02% 182
2025
Q4 		– Sell
-1,272
Closed -$74K – 370
2025
Q3 		$74K Buy
+1,272
New +$72.5K 0.02% 205

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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

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

JPL Wealth Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 1,272 shares worth $79.4K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DFAT as recently as Q3 2025.

JPL Wealth Management first reported a position in DFAT in Q3 2025 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • JPL Wealth Management held 1,272 shares of Dimensional US Targeted Value ETF worth $79.4K as of Q1 2026.
  • Dimensional US Targeted Value ETF was a new JPL Wealth Management position in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #182 holding.
  • JPL Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.