Parkshore Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Parkshore Wealth 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	$6.98M	Buy	111,791 +318	+0.3%	+$20.2K	2.33%	12
2025 Q4	$6.64M	Sell	111,473 -1,169	-1%	-$68.2K	2.49%	12
2025 Q3	$6.56M	Sell	112,642 -447	-0.4%	-$25.5K	2.67%	12
2025 Q2	$6.1M	Buy	113,089 +19,820	+21%	+$1.01M	2.98%	11
2025 Q1	$4.8M	Sell	93,269 -1,750	-2%	-$96.3K	2.79%	11
2024 Q4	$5.29M	Buy	+95,019	New	+$5.44M	3.18%	7

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Parkshore Wealth Management's DFAT Position: Q1 2026 in Review

Parkshore Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.29% in Q1 2026, buying an estimated $20.2K and bringing the position to 111,791 shares worth $6.98M. The position accounts for 2.33% of the portfolio, ranked #12.

Parkshore Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Parkshore Wealth Management held 111,791 shares of Dimensional US Targeted Value ETF worth $6.98M as of Q1 2026.
Parkshore Wealth Management bought 318 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $20.2K.
Dimensional US Targeted Value ETF made up 2.33% of Parkshore Wealth Management's portfolio in Q1 2026, its #12 holding.
Parkshore Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.