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Premier Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Premier Financial Group’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 		$74.8M Sell
1,186,639
-2,550
-0.2% -$162K 12.74% 3
2025
Q4 		$71.1M Buy
1,189,189
+17,894
+2% +$1.04M 18.53% 2
2025
Q3 		$67.6M Buy
1,171,295
+3,098
+0.3% +$176K 18.08% 2
2025
Q2 		$65.2M Buy
+1,168,197
New +$59.5M 18.14% 2

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 $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

Premier Financial Group's DFAT Position: Q1 2026 in Review

Premier Financial Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.21% in Q1 2026, selling an estimated $162K and leaving 1,186,639 shares worth $74.8M. The position accounts for 12.74% of the portfolio, ranked #3.

Premier Financial Group first reported a position in DFAT in Q2 2025 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Premier Financial Group held 1,186,639 shares of Dimensional US Targeted Value ETF worth $74.8M as of Q1 2026.
  • Premier Financial Group sold 2,550 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $162K.
  • Dimensional US Targeted Value ETF made up 12.74% of Premier Financial Group's portfolio in Q1 2026, its #3 holding.
  • Premier Financial Group first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.