MWM
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Maripau Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Maripau 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 		$959K Buy
15,364
+5,565
+57% +$353K 0.42% 53
2025
Q4 		$583K Buy
+9,799
New +$572K 0.27% 71

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IFA
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FPAS
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
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EWA
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JTWM
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Maripau Wealth Management's DFAT Position: Q1 2026 in Review

Maripau Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 57% in Q1 2026, buying an estimated $353K and bringing the position to 15,364 shares worth $959K. The position accounts for 0.42% of the portfolio, ranked #53.

Maripau Wealth Management first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Maripau Wealth Management held 15,364 shares of Dimensional US Targeted Value ETF worth $959K as of Q1 2026.
  • Maripau Wealth Management bought 5,565 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $353K.
  • Dimensional US Targeted Value ETF made up 0.42% of Maripau Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Maripau Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.