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Rialto Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rialto Wealth Management’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 		$995K Buy
15,928
+9,593
+151% +$609K 0.22% 68
2025
Q4 		$377K Buy
6,335
+13
+0.2% +$759 0.09% 112
2025
Q3 		$368K Buy
6,322
+13
+0.2% +$740 0.09% 108
2025
Q2 		$340K Buy
6,309
+305
+5% +$15.5K 0.1% 115
2025
Q1 		$309K Sell
6,004
-689
-10% -$37.9K 0.1% 118
2024
Q4 		$373K Buy
+6,693
New +$383K 0.12% 106

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

Rialto Wealth Management's DFAT Position: Q1 2026 in Review

Rialto Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 151% in Q1 2026, buying an estimated $609K and bringing the position to 15,928 shares worth $995K. The position accounts for 0.22% of the portfolio, ranked #68.

Rialto Wealth Management 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.

  • Rialto Wealth Management held 15,928 shares of Dimensional US Targeted Value ETF worth $995K as of Q1 2026.
  • Rialto Wealth Management bought 9,593 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $609K.
  • Dimensional US Targeted Value ETF made up 0.22% of Rialto Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Rialto Wealth Management 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.