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Root Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Root Financial Partners’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 		$2.08M Buy
33,339
+5,875
+21% +$373K 0.1% 62
2025
Q4 		$1.64M Sell
27,464
-2,723
-9% -$159K 0.08% 68
2025
Q3 		$1.76M Buy
30,187
+1,826
+6% +$104K 0.11% 59
2025
Q2 		$1.53M Buy
28,361
+5,535
+24% +$282K 0.15% 54
2025
Q1 		$1.18M Buy
22,826
+11,578
+103% +$637K 0.13% 58
2024
Q4 		$626K Sell
11,248
-7,516
-40% -$430K 0.08% 99
2024
Q3 		$1.04M Sell
18,764
-536
-3% -$29K 0.17% 48
2024
Q2 		$1M Sell
19,300
-6,036
-24% -$317K 0.23% 35
2024
Q1 		$1.38M Sell
25,336
-1,485
-6% -$76.4K 0.41% 29
2023
Q4 		$1.4M Sell
26,821
-819
-3% -$38.3K 0.53% 24
2023
Q3 		$1.26M Sell
27,640
-1,775
-6% -$84.3K 0.67% 20
2023
Q2 		$1.36M Sell
29,415
-2,419
-8% -$106K 0.81% 17
2023
Q1 		$1.42M Buy
+31,834
New +$1.48M 1.01% 18

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

Root Financial Partners's DFAT Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 21% in Q1 2026, buying an estimated $373K and bringing the position to 33,339 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #62.

Root Financial Partners first reported a position in DFAT in Q1 2023 and has held it in 13 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Root Financial Partners held 33,339 shares of Dimensional US Targeted Value ETF worth $2.08M as of Q1 2026.
  • Root Financial Partners bought 5,875 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $373K.
  • Dimensional US Targeted Value ETF made up 0.1% of Root Financial Partners's portfolio in Q1 2026, its #62 holding.
  • Root Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.