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Nemes Rush Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Nemes Rush Group’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 		$61.1K Buy
978
+103
+12% +$6.54K 0.01% 329
2025
Q4 		$52.1K Buy
875
+79
+10% +$4.61K ﹤0.01% 343
2025
Q3 		$46.4K Buy
796
+156
+24% +$8.88K ﹤0.01% 333
2025
Q2 		$34.5K Buy
640
+166
+35% +$8.45K ﹤0.01% 365
2025
Q1 		$24.4K Buy
474
+447
+1,656% +$24.6K ﹤0.01% 391
2024
Q4 		$1.51K Buy
+27
New +$1.54K ﹤0.01% 638
2024
Q1 		– Sell
-7
Closed -$367 – 678
2023
Q4 		$367 Buy
+7
New +$327 ﹤0.01% 635

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

Nemes Rush Group's DFAT Position: Q1 2026 in Review

Nemes Rush Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 12% in Q1 2026, buying an estimated $6.54K and bringing the position to 978 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #329.

Nemes Rush Group first reported a position in DFAT in Q4 2023 and has held it in 7 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Nemes Rush Group held 978 shares of Dimensional US Targeted Value ETF worth $61.1K as of Q1 2026.
  • Nemes Rush Group bought 103 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $6.54K.
  • Dimensional US Targeted Value ETF made up 0.01% of Nemes Rush Group's portfolio in Q1 2026, its #329 holding.
  • Nemes Rush Group first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 7 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.