Sagespring Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sagespring Wealth 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	$252K	Buy	4,035 +8	+0.2%	+$508	﹤0.01%	714
2025 Q4	$240K	Buy	4,027 +58	+1%	+$3.38K	﹤0.01%	697
2025 Q3	$231K	Buy	3,969 +6	+0.2%	+$342	﹤0.01%	686
2025 Q2	$214K	Sell	3,963 -4,766	-55%	-$243K	﹤0.01%	674
2025 Q1	$449K	Buy	8,729 +4,836	+124%	+$266K	0.01%	413
2024 Q4	$217K	Buy	+3,893	New	+$223K	0.01%	573

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

Sagespring Wealth Partners's DFAT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.2% in Q1 2026, buying an estimated $508 and bringing the position to 4,035 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Sagespring Wealth Partners first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $449K in Q1 2025. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Sagespring Wealth Partners held 4,035 shares of Dimensional US Targeted Value ETF worth $252K as of Q1 2026.
Sagespring Wealth Partners bought 8 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $508.
Dimensional US Targeted Value ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #714 holding.
Sagespring Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Dimensional US Targeted Value ETF position peaked at $449K in Q1 2025.
818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.