Parkwoods Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Parkwoods Wealth Partners’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	$57M	Buy	912,352 +44,431	+5%	+$2.82M	13.97%	1
2025 Q4	$51.7M	Buy	867,921 +15,293	+2%	+$892K	15.2%	1
2025 Q3	$49.6M	Buy	852,628 +212,382	+33%	+$12.1M	16.93%	1
2025 Q2	$34.5M	Buy	640,246 +9,838	+2%	+$501K	19.93%	1
2025 Q1	$32.5M	Buy	630,408 +44,656	+8%	+$2.46M	21.93%	1
2024 Q4	$32.6M	Buy	585,752 +18,846	+3%	+$1.08M	25.93%	1
2024 Q3	$31.5M	Buy	+566,906	New	+$30.7M	25.94%	1

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 $7.79B 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

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

Parkwoods Wealth Partners's DFAT Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 5.1% in Q1 2026, buying an estimated $2.82M and bringing the position to 912,352 shares worth $57M. The position accounts for 13.97% of the portfolio, ranked #1.

Parkwoods Wealth Partners 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.

Parkwoods Wealth Partners held 912,352 shares of Dimensional US Targeted Value ETF worth $57M as of Q1 2026.
Parkwoods Wealth Partners bought 44,431 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $2.82M.
Dimensional US Targeted Value ETF made up 13.97% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #1 holding.
Parkwoods Wealth Partners 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 Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.