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Pinney & Scofield’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pinney & Scofield’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 		$11.2M Sell
179,854
-781
-0.4% -$49.6K 6.06% 5
2025
Q4 		$10.8M Sell
180,635
-3,400
-2% -$198K 6.1% 5
2025
Q3 		$10.7M Sell
184,035
-445
-0.2% -$25.3K 6.65% 5
2025
Q2 		$9.95M Sell
184,480
-1,130
-0.6% -$57.5K 6.74% 5
2025
Q1 		$9.56M Sell
185,610
-691
-0.4% -$38K 6.92% 5
2024
Q4 		$10.4M Buy
+186,301
New +$10.7M 7.85% 5

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

Pinney & Scofield's DFAT Position: Q1 2026 in Review

Pinney & Scofield reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.43% in Q1 2026, selling an estimated $49.6K and leaving 179,854 shares worth $11.2M. The position accounts for 6.06% of the portfolio, ranked #5.

Pinney & Scofield 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.

  • Pinney & Scofield held 179,854 shares of Dimensional US Targeted Value ETF worth $11.2M as of Q1 2026.
  • Pinney & Scofield sold 781 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $49.6K.
  • Dimensional US Targeted Value ETF made up 6.06% of Pinney & Scofield's portfolio in Q1 2026, its #5 holding.
  • Pinney & Scofield 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 Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.