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

Rossby Financial’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 		$34.4K Buy
549
+4
+0.7% +$254 0.01% 851
2025
Q4 		$32.4K Buy
545
+7
+1% +$408 0.01% 626
2025
Q3 		$31.4K Sell
538
-3
-0.6% -$171 0.01% 618
2025
Q2 		$29.2K Buy
541
+21
+4% +$1.07K 0.01% 587
2025
Q1 		$25.5K Buy
+520
New +$28.6K 0.01% 574

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

Rossby Financial's DFAT Position: Q1 2026 in Review

Rossby Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.73% in Q1 2026, buying an estimated $254 and bringing the position to 549 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #851.

Rossby Financial first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Rossby Financial held 549 shares of Dimensional US Targeted Value ETF worth $34.4K as of Q1 2026.
  • Rossby Financial bought 4 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $254.
  • Dimensional US Targeted Value ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #851 holding.
  • Rossby Financial first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.