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Partners in Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Partners in Financial Planning’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 		$1.2M Buy
19,138
+31
+0.2% +$1.97K 0.2% 43
2025
Q4 		$1.14M Buy
19,107
+42
+0.2% +$2.45K 0.19% 47
2025
Q3 		$1.11M Buy
19,065
+49
+0.3% +$2.79K 0.19% 47
2025
Q2 		$1.03M Buy
19,016
+23
+0.1% +$1.17K 0.19% 45
2025
Q1 		$978K Buy
18,993
+32
+0.2% +$1.76K 0.2% 43
2024
Q4 		$1.06M Buy
18,961
+35
+0.2% +$2K 0.22% 43
2024
Q3 		$1.05M Buy
18,926
+37
+0.2% +$2K 0.21% 45
2024
Q2 		$980K Buy
18,889
+42
+0.2% +$2.2K 0.21% 46
2024
Q1 		$1.03M Buy
18,847
+21
+0.1% +$1.08K 0.23% 47
2023
Q4 		$985K Buy
18,826
+38
+0.2% +$1.78K 0.23% 45
2023
Q3 		$858K Sell
18,788
-1,071
-5% -$50.9K 0.22% 46
2023
Q2 		$921K Buy
19,859
+45
+0.2% +$1.98K 0.23% 45
2023
Q1 		$882K Sell
19,814
-29
-0.1% -$1.34K 0.23% 46
2022
Q4 		$868K Sell
19,843
-344
-2% -$15.1K 0.24% 44
2022
Q3 		$924K Buy
20,187
+39
+0.2% +$1.66K 0.26% 39
2022
Q2 		$883K Sell
20,148
-453
-2% -$19.9K 0.28% 37
2022
Q1 		$925K Sell
20,601
-66
-0.3% -$3.07K 0.29% 38
2021
Q4 		$952K Buy
20,667
+66
+0.3% +$3.1K 0.29% 36
2021
Q3 		$915K Buy
20,601
+25
+0.1% +$1.11K 0.29% 36
2021
Q2 		$922K Buy
+20,576
New +$924K 0.29% 37

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 $11.8B AUM 25.68% 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

Partners in Financial Planning's DFAT Position: Q1 2026 in Review

Partners in Financial Planning increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.16% in Q1 2026, buying an estimated $1.97K and bringing the position to 19,138 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #43.

Partners in Financial Planning first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 820 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Partners in Financial Planning held 19,138 shares of Dimensional US Targeted Value ETF worth $1.2M as of Q1 2026.
  • Partners in Financial Planning bought 31 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.97K.
  • Dimensional US Targeted Value ETF made up 0.2% of Partners in Financial Planning's portfolio in Q1 2026, its #43 holding.
  • Partners in Financial Planning first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 820 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.