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Rehmann Capital Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rehmann Capital Advisory 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 		$2.22M Sell
35,499
-661
-2% -$42K 0.12% 134
2025
Q4 		$2.15M Sell
36,160
-68
-0.2% -$3.97K 0.11% 135
2025
Q3 		$2.11M Buy
36,228
+594
+2% +$33.8K 0.12% 127
2025
Q2 		$1.92M Buy
35,634
+368
+1% +$18.7K 0.12% 129
2025
Q1 		$1.82M Buy
35,266
+1,168
+3% +$64.3K 0.11% 135
2024
Q4 		$1.9M Buy
34,098
+820
+2% +$46.9K 0.12% 133
2024
Q3 		$1.85M Buy
33,278
+979
+3% +$52.9K 0.12% 130
2024
Q2 		$1.68M Buy
32,299
+439
+1% +$23K 0.12% 139
2024
Q1 		$1.73M Buy
31,860
+402
+1% +$20.7K 0.13% 132
2023
Q4 		$1.65M Sell
31,458
-570
-2% -$26.6K 0.14% 123
2023
Q3 		$1.46M Sell
32,028
-3,013
-9% -$143K 0.14% 120
2023
Q2 		$1.63M Buy
35,041
+1,154
+3% +$50.6K 0.15% 117
2023
Q1 		$1.51M Buy
33,887
+2,778
+9% +$129K 0.14% 125
2022
Q4 		$1.37M Sell
31,109
-4,333
-12% -$190K 0.14% 135
2022
Q3 		$1.38M Buy
35,442
+19,308
+120% +$824K 0.15% 125
2022
Q2 		$649K Sell
16,134
-7,942
-33% -$348K 0.07% 236
2022
Q1 		$1.12M Buy
24,076
+11,131
+86% +$518K 0.11% 170
2021
Q4 		$615K Buy
12,945
+7,706
+147% +$362K 0.06% 274
2021
Q3 		$233K Buy
+5,239
New +$232K 0.02% 493

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

Rehmann Capital Advisory Group's DFAT Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.8% in Q1 2026, selling an estimated $42K and leaving 35,499 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #134.

Rehmann Capital Advisory Group first reported a position in DFAT in Q3 2021 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Rehmann Capital Advisory Group held 35,499 shares of Dimensional US Targeted Value ETF worth $2.22M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 661 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $42K.
  • Dimensional US Targeted Value ETF made up 0.12% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #134 holding.
  • Rehmann Capital Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.