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

Pure 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 		$345M Buy
5,517,252
+186,835
+4% +$11.9M 4.95% 4
2025
Q4 		$317M Buy
5,330,417
+371,114
+7% +$21.7M 4.69% 4
2025
Q3 		$289M Buy
4,959,303
+357,646
+8% +$20.4M 4.6% 4
2025
Q2 		$248M Buy
4,601,657
+331,821
+8% +$16.9M 4.37% 5
2025
Q1 		$220M Buy
4,269,836
+252,973
+6% +$13.9M 4.6% 5
2024
Q4 		$224M Buy
4,016,863
+458,509
+13% +$26.2M 5.08% 4
2024
Q3 		$198M Buy
3,558,354
+797,607
+29% +$43.1M 4.75% 4
2024
Q2 		$143M Buy
2,760,747
+698,381
+34% +$36.6M 3.97% 6
2024
Q1 		$112M Buy
2,062,366
+287,480
+16% +$14.8M 3.51% 7
2023
Q4 		$92.9M Buy
1,774,886
+421,856
+31% +$19.7M 3.2% 8
2023
Q3 		$61.8M Buy
1,353,030
+294,310
+28% +$14M 2.53% 11
2023
Q2 		$49.1M Buy
1,058,720
+341,683
+48% +$15M 2.08% 12
2023
Q1 		$31.9M Buy
717,037
+234,060
+48% +$10.9M 1.48% 17
2022
Q4 		$21.2M Buy
482,977
+167,775
+53% +$7.37M 1.1% 21
2022
Q3 		$12.3M Buy
315,202
+116,568
+59% +$4.97M 0.71% 35
2022
Q2 		$7.99M Sell
198,634
-41,393
-17% -$1.82M 0.49% 41
2022
Q1 		$11.2M Buy
240,027
+53,134
+28% +$2.47M 0.51% 39
2021
Q4 		$8.88M Buy
186,893
+77,749
+71% +$3.65M 0.44% 37
2021
Q3 		$4.85M Buy
109,144
+13,088
+14% +$580K 0.37% 47
2021
Q2 		$4.3M Buy
+96,056
New +$4.32M 0.35% 51

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
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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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

Pure Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.5% in Q1 2026, buying an estimated $11.9M and bringing the position to 5,517,252 shares worth $345M. The position accounts for 4.95% of the portfolio, ranked #4.

Pure Financial Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Pure Financial Advisors held 5,517,252 shares of Dimensional US Targeted Value ETF worth $345M as of Q1 2026.
  • Pure Financial Advisors bought 186,835 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $11.9M.
  • Dimensional US Targeted Value ETF made up 4.95% of Pure Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • Pure Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.