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Pinnacle Associates’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pinnacle Associates’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 		$346K Buy
5,544
+60
+1% +$3.81K ﹤0.01% 753
2025
Q4 		$327K Hold
5,484
– – ﹤0.01% 760
2025
Q3 		$319K Buy
+5,484
New +$312K ﹤0.01% 737

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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

Pinnacle Associates's DFAT Position: Q1 2026 in Review

Pinnacle Associates increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q1 2026, buying an estimated $3.81K and bringing the position to 5,544 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Pinnacle Associates first reported a position in DFAT in Q3 2025 and has held it in 3 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Pinnacle Associates held 5,544 shares of Dimensional US Targeted Value ETF worth $346K as of Q1 2026.
  • Pinnacle Associates bought 60 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $3.81K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #753 holding.
  • Pinnacle Associates first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.