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Kaufman Rossin Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Kaufman Rossin Wealth’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
-10,760
Closed -$641K – 122
2025
Q4 		$641K Hold
10,760
– – 0.33% 44
2025
Q3 		$626K Hold
10,760
– – 0.34% 40
2025
Q2 		$581K Hold
10,760
– – 0.37% 38
2025
Q1 		$554K Hold
10,760
– – 0.4% 38
2024
Q4 		$599K Buy
+10,760
New +$616K 0.62% 22

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

Kaufman Rossin Wealth's DFAT Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 10,760 shares — an estimated $641K sold.

Kaufman Rossin Wealth first reported a position in DFAT in Q4 2024 and held it in 5 quarters. The position peaked at $641K in Q4 2025. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 10,760 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $641K.
  • Kaufman Rossin Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and held it in 5 quarters.
  • Kaufman Rossin Wealth's Dimensional US Targeted Value ETF position peaked at $641K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.