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Moneta Group Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Moneta Group Investment Advisors’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 		$3.44M Buy
55,017
+571
+1% +$36.3K 0.03% 205
2025
Q4 		$3.24M Sell
54,446
-412
-0.8% -$24K 0.02% 218
2025
Q3 		$3.19M Buy
54,858
+3,553
+7% +$202K 0.03% 213
2025
Q2 		$2.77M Buy
51,305
+1
+0% +$51 0.03% 191
2025
Q1 		$2.64M Hold
51,304
– – 0.04% 179
2024
Q4 		$2.86M Buy
51,304
+16,025
+45% +$917K 0.04% 173
2024
Q3 		$1.96M Buy
35,279
+9,808
+39% +$530K 0.03% 200
2024
Q2 		$1.32M Buy
25,471
+2,173
+9% +$114K 0.02% 237
2024
Q1 		$1.27M Sell
23,298
-1,423
-6% -$73.3K 0.02% 236
2023
Q4 		$1.29M Hold
24,721
– – 0.03% 207
2023
Q3 		$1.13M Hold
24,721
– – 0.03% 208
2023
Q2 		$1.15M Buy
24,721
+3,261
+15% +$143K 0.03% 208
2023
Q1 		$955K Buy
21,460
+14,062
+190% +$652K 0.02% 218
2022
Q4 		$357K Sell
7,398
-1,686
-19% -$74.1K 0.01% 345
2022
Q3 		$354K Buy
9,084
+258
+3% +$11K 0.01% 321
2022
Q2 		$355K Sell
8,826
-12,492
-59% -$548K 0.01% 355
2022
Q1 		$993K Buy
21,318
+1,895
+10% +$88.2K 0.04% 207
2021
Q4 		$923K Buy
19,423
+9
+0% +$423 0.04% 220
2021
Q3 		$862K Sell
19,414
-4
-0% -$177 0.04% 210
2021
Q2 		$870K Buy
+19,418
New +$872K 0.04% 213

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

Moneta Group Investment Advisors's DFAT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 1% in Q1 2026, buying an estimated $36.3K and bringing the position to 55,017 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #205.

Moneta Group Investment Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Moneta Group Investment Advisors held 55,017 shares of Dimensional US Targeted Value ETF worth $3.44M as of Q1 2026.
  • Moneta Group Investment Advisors bought 571 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $36.3K.
  • Dimensional US Targeted Value ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #205 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.