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Optima Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Optima Capital’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 		– Sell
-1,014
Closed -$60.4K – 439
2025
Q4 		$60.4K Buy
+1,014
New +$59.2K 0.03% 290

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FFM
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IFA
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FPAS
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
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EWA
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JTWM
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Optima Capital's DFAT Position: Q1 2026 in Review

Optima Capital sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 1,014 shares — an estimated $60.4K sold.

Optima Capital first reported a position in DFAT in Q4 2025 and held it in 1 quarter. The position peaked at $60.4K in Q4 2025. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Optima Capital reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,014 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $60.4K.
  • Optima Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Dimensional US Targeted Value ETF position peaked at $60.4K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.