LW
DFAT icon

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

Linscomb 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
-5,020
Closed -$299K – 342
2025
Q4 		$299K Hold
5,020
– – 0.01% 264
2025
Q3 		$292K Hold
5,020
– – 0.01% 268
2025
Q2 		$271K Hold
5,020
– – 0.01% 274
2025
Q1 		$258K Hold
5,020
– – 0.01% 267
2024
Q4 		$279K Hold
5,020
– – 0.01% 258
2024
Q3 		$279K Hold
5,020
– – 0.01% 256
2024
Q2 		$260K Hold
5,020
– – 0.01% 257
2024
Q1 		$273K Buy
+5,020
New +$258K 0.01% 255

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

Linscomb Wealth's DFAT Position: Q1 2026 in Review

Linscomb Wealth sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 5,020 shares — an estimated $299K sold.

Linscomb Wealth first reported a position in DFAT in Q1 2024 and held it in 8 quarters. The position peaked at $299K in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Linscomb Wealth reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Linscomb Wealth sold 5,020 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $299K.
  • Linscomb Wealth first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 8 quarters.
  • Linscomb Wealth's Dimensional US Targeted Value ETF position peaked at $299K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.