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London & Capital Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

London & Capital Asset 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 		$446K Hold
7,145
– – ﹤0.01% 164
2025
Q4 		$425K Buy
+7,145
New +$417K ﹤0.01% 180

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FFM
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IFA
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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

London & Capital Asset Management's DFAT Position: Q1 2026 in Review

London & Capital Asset Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 7,145 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

London & Capital Asset Management first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • London & Capital Asset Management held 7,145 shares of Dimensional US Targeted Value ETF worth $446K as of Q1 2026.
  • London & Capital Asset Management left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of London & Capital Asset Management's portfolio in Q1 2026, its #164 holding.
  • London & Capital Asset Management first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.