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Oder Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Oder Investment Management’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 		$262K Buy
4,195
+489
+13% +$31.1K 0.2% 92
2025
Q4 		$221K Buy
+3,706
New +$216K 0.16% 96

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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

Oder Investment Management's DFAT Position: Q1 2026 in Review

Oder Investment Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 13% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,195 shares worth $262K. The position accounts for 0.2% of the portfolio, ranked #92.

Oder Investment Management first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Oder Investment Management held 4,195 shares of Dimensional US Targeted Value ETF worth $262K as of Q1 2026.
  • Oder Investment Management bought 489 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $31.1K.
  • Dimensional US Targeted Value ETF made up 0.2% of Oder Investment Management's portfolio in Q1 2026, its #92 holding.
  • Oder Investment Management first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.