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

MASECO Private 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 		$633K Sell
10,139
-483
-5% -$30.7K 0.02% 70
2025
Q4 		$632K Buy
10,622
+451
+4% +$26.3K 0.03% 62
2025
Q3 		$592K Buy
10,171
+795
+8% +$45.3K 0.03% 38
2025
Q2 		$506K Buy
+9,376
New +$478K 0.02% 79

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

MASECO Private Wealth's DFAT Position: Q1 2026 in Review

MASECO Private Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4.5% in Q1 2026, selling an estimated $30.7K and leaving 10,139 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #70.

MASECO Private Wealth first reported a position in DFAT in Q2 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • MASECO Private Wealth held 10,139 shares of Dimensional US Targeted Value ETF worth $633K as of Q1 2026.
  • MASECO Private Wealth sold 483 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $30.7K.
  • Dimensional US Targeted Value ETF made up 0.02% of MASECO Private Wealth's portfolio in Q1 2026, its #70 holding.
  • MASECO Private Wealth first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.