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

NWK 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 		$520K Hold
8,329
– – 0.2% 37
2025
Q4 		$496K Buy
8,329
+1,097
+15% +$64K 0.17% 39
2025
Q3 		$421K Buy
7,232
+568
+9% +$32.4K 0.14% 42
2025
Q2 		$360K Hold
6,664
– – 0.13% 40
2025
Q1 		$343K Hold
6,664
– – 0.16% 41
2024
Q4 		$371K Hold
6,664
– – 0.14% 46
2024
Q3 		$371K Buy
+6,664
New +$360K 0.15% 47

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

NWK Group's DFAT Position: Q1 2026 in Review

NWK Group held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 8,329 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #37.

NWK Group first reported a position in DFAT in Q3 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • NWK Group held 8,329 shares of Dimensional US Targeted Value ETF worth $520K as of Q1 2026.
  • NWK Group left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.2% of NWK Group's portfolio in Q1 2026, its #37 holding.
  • NWK Group first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.