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

Ruedi 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	$13.5M	Buy	216,534 +7,541	+4%	+$479K	3.48%	9
2025 Q4	$12.4M	Sell	208,993 -9,048	-4%	-$528K	3.26%	9
2025 Q3	$12.7M	Buy	218,041 +658	+0.3%	+$37.5K	3.55%	9
2025 Q2	$11.7M	Sell	217,383 -37,002	-15%	-$1.88M	3.48%	9
2025 Q1	$13.1M	Buy	254,385 +3,182	+1%	+$175K	4.1%	7
2024 Q4	$14M	Buy	251,203 +16,702	+7%	+$956K	4.41%	6
2024 Q3	$13M	Buy	234,501 +1,922	+0.8%	+$104K	4.48%	6
2024 Q2	$12.1M	Buy	232,579 +7,979	+4%	+$419K	4.75%	6
2024 Q1	$12.2M	Sell	224,600 -600	-0.3%	-$30.9K	5.14%	5
2023 Q4	$11.8M	Buy	225,200 +14,223	+7%	+$665K	5.56%	5
2023 Q3	$9.64M	Buy	210,977 +12,590	+6%	+$598K	5.52%	6
2023 Q2	$9.2M	Sell	198,387 -1,337	-0.7%	-$58.7K	5.41%	6
2023 Q1	$8.89M	Buy	199,724 +3,587	+2%	+$166K	5.71%	5
2022 Q4	$8.62M	Buy	+196,137	New	+$8.62M	6.08%	5

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Ruedi Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.6% in Q1 2026, buying an estimated $479K and bringing the position to 216,534 shares worth $13.5M. The position accounts for 3.48% of the portfolio, ranked #9.

Ruedi Wealth Management first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $14M in Q4 2024. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Ruedi Wealth Management held 216,534 shares of Dimensional US Targeted Value ETF worth $13.5M as of Q1 2026.
Ruedi Wealth Management bought 7,541 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $479K.
Dimensional US Targeted Value ETF made up 3.48% of Ruedi Wealth Management's portfolio in Q1 2026, its #9 holding.
Ruedi Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional US Targeted Value ETF position peaked at $14M in Q4 2024.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.