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Midwest Trust’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Midwest Trust’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 		$2.33M Sell
37,235
-2,018
-5% -$128K 0.03% 273
2025
Q4 		$2.34M Sell
39,253
-14
-0% -$817 0.03% 268
2025
Q3 		$2.29M Buy
39,267
+164
+0.4% +$9.34K 0.03% 272
2025
Q2 		$2.11M Buy
+39,103
New +$1.99M 0.03% 278

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

Midwest Trust's DFAT Position: Q1 2026 in Review

Midwest Trust reduced its Dimensional US Targeted Value ETF (DFAT) stake by 5.1% in Q1 2026, selling an estimated $128K and leaving 37,235 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #273.

Midwest Trust first reported a position in DFAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Midwest Trust held 37,235 shares of Dimensional US Targeted Value ETF worth $2.33M as of Q1 2026.
  • Midwest Trust sold 2,018 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $128K.
  • Dimensional US Targeted Value ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #273 holding.
  • Midwest Trust first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Dimensional US Targeted Value ETF position peaked at $2.34M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.