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

Pillar Financial 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 		$9.27M Sell
148,439
-473
-0.3% -$30K 5.42% 7
2025
Q4 		$8.87M Sell
148,912
-5,011
-3% -$292K 5.35% 7
2025
Q3 		$8.96M Sell
153,923
-384
-0.2% -$21.9K 5.63% 6
2025
Q2 		$8.33M Buy
154,307
+90
+0.1% +$4.58K 5.75% 6
2025
Q1 		$7.94M Sell
154,217
-118
-0.1% -$6.49K 5.92% 6
2024
Q4 		$8.59M Buy
+154,335
New +$8.83M 6.58% 6

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 $7.07B 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
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

Pillar Financial Advisors's DFAT Position: Q1 2026 in Review

Pillar Financial Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.32% in Q1 2026, selling an estimated $30K and leaving 148,439 shares worth $9.27M. The position accounts for 5.42% of the portfolio, ranked #7.

Pillar Financial Advisors first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Pillar Financial Advisors held 148,439 shares of Dimensional US Targeted Value ETF worth $9.27M as of Q1 2026.
  • Pillar Financial Advisors sold 473 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $30K.
  • Dimensional US Targeted Value ETF made up 5.42% of Pillar Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Pillar Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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