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Parallel Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Parallel 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 		$50.6K Buy
811
+270
+50% +$17.1K ﹤0.01% 1990
2025
Q4 		$32.2K Hold
541
– – ﹤0.01% 2075
2025
Q3 		$31.5K Hold
541
– – ﹤0.01% 2028
2025
Q2 		$29.2K Hold
541
– – ﹤0.01% 2007
2025
Q1 		$27.9K Sell
541
-63
-10% -$3.47K ﹤0.01% 1965
2024
Q4 		$33.6K Buy
604
+63
+12% +$3.6K ﹤0.01% 1883
2024
Q3 		$30.1K Sell
541
-77
-12% -$4.16K ﹤0.01% 1865
2024
Q2 		$32.1K Buy
618
+399
+182% +$20.9K ﹤0.01% 1741
2024
Q1 		$11.9K Hold
219
– – ﹤0.01% 2232
2023
Q4 		$11.5K Sell
219
-703
-76% -$32.9K ﹤0.01% 2237
2023
Q3 		$42.1K Buy
922
+703
+321% +$33.4K ﹤0.01% 1479
2023
Q2 		$10.2K Hold
219
– – ﹤0.01% 2163
2023
Q1 		$9.75K Hold
219
– – ﹤0.01% 2143
2022
Q4 		$9.63K Hold
219
– – ﹤0.01% 2040
2022
Q3 		$9K Hold
219
– – ﹤0.01% 2028
2022
Q2 		$9K Buy
+219
New +$9.61K ﹤0.01% 2024

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

Parallel Advisors's DFAT Position: Q1 2026 in Review

Parallel Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 50% in Q1 2026, buying an estimated $17.1K and bringing the position to 811 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Parallel Advisors first reported a position in DFAT in Q2 2022 and has held it in 16 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Parallel Advisors held 811 shares of Dimensional US Targeted Value ETF worth $50.6K as of Q1 2026.
  • Parallel Advisors bought 270 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $17.1K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1990 holding.
  • Parallel Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.