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Pittenger & Anderson Inc’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pittenger & Anderson Inc’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 		$15.8K Hold
253
– – ﹤0.01% 375
2025
Q4 		$15.1K Buy
+253
New +$14.8K ﹤0.01% 382
2023
Q4 		– Sell
-419
Closed -$19.1K – 435
2023
Q3 		$19.1K Hold
419
– – ﹤0.01% 315
2023
Q2 		$19.4K Hold
419
– – ﹤0.01% 321
2023
Q1 		$18.6K Sell
419
-186
-31% -$8.62K ﹤0.01% 318
2022
Q4 		$26.6K Buy
+605
New +$26.6K ﹤0.01% 302

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

Pittenger & Anderson Inc's DFAT Position: Q1 2026 in Review

Pittenger & Anderson Inc held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 253 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Pittenger & Anderson Inc first reported a position in DFAT in Q4 2022 and has held it in 6 quarters since. The position peaked at $26.6K in Q4 2022. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Pittenger & Anderson Inc held 253 shares of Dimensional US Targeted Value ETF worth $15.8K as of Q1 2026.
  • Pittenger & Anderson Inc left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #375 holding.
  • Pittenger & Anderson Inc first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 6 quarters since.
  • Pittenger & Anderson Inc's Dimensional US Targeted Value ETF position peaked at $26.6K in Q4 2022.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.