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Safeguard Investment Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Safeguard Investment 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 		$784K Sell
12,559
-91
-0.7% -$5.78K 0.22% 51
2025
Q4 		$753K Sell
12,650
-599
-5% -$35K 0.19% 52
2025
Q3 		$771K Sell
13,249
-3,784
-22% -$216K 0.19% 55
2025
Q2 		$919K Sell
17,033
-1,466
-8% -$74.7K 0.23% 49
2025
Q1 		$952K Sell
18,499
-266
-1% -$14.6K 0.26% 43
2024
Q4 		$1.04M Sell
18,765
-1,313
-7% -$75.1K 0.29% 36
2024
Q3 		$1.12M Sell
20,078
-317
-2% -$17.1K 0.32% 33
2024
Q2 		$1.06M Sell
20,395
-773
-4% -$40.5K 0.33% 33
2024
Q1 		$1.15M Sell
21,168
-805
-4% -$41.4K 0.39% 27
2023
Q4 		$1.15M Sell
21,973
-1,628
-7% -$76.1K 0.43% 29
2023
Q3 		$1.08M Sell
23,601
-2,104
-8% -$99.9K 0.47% 30
2023
Q2 		$1.19M Sell
25,705
-9,000
-26% -$395K 0.51% 31
2023
Q1 		$1.54M Sell
34,705
-38,849
-53% -$1.8M 0.74% 26
2022
Q4 		$3.23M Buy
73,554
+7,949
+12% +$349K 1.99% 16
2022
Q3 		$2.56M Buy
65,605
+28,530
+77% +$1.22M 1.75% 18
2022
Q2 		$1.73M Buy
+37,075
New +$1.63M 1.06% 24
2022
Q1 		– Sell
-35,504
Closed -$1.69M – 91
2021
Q4 		$1.69M Buy
35,504
+7,941
+29% +$373K 0.98% 24
2021
Q3 		$1.22M Buy
27,563
+16,266
+144% +$721K 0.79% 28
2021
Q2 		$506K Buy
+11,297
New +$508K 0.36% 47

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 $11.8B AUM 25.68% 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

Safeguard Investment Advisory Group's DFAT Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.72% in Q1 2026, selling an estimated $5.78K and leaving 12,559 shares worth $784K. The position accounts for 0.22% of the portfolio, ranked #51.

Safeguard Investment Advisory Group first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q4 2022. 820 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Safeguard Investment Advisory Group held 12,559 shares of Dimensional US Targeted Value ETF worth $784K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 91 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $5.78K.
  • Dimensional US Targeted Value ETF made up 0.22% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #51 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Safeguard Investment Advisory Group's Dimensional US Targeted Value ETF position peaked at $3.23M in Q4 2022.
  • 820 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.