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Schoolcraft Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Schoolcraft Capital’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 		$7.34M Sell
117,577
-1,552
-1% -$98.6K 1.42% 18
2025
Q4 		$7.09M Buy
119,129
+2,388
+2% +$139K 1.38% 18
2025
Q3 		$6.8M Sell
116,741
-4,600
-4% -$262K 1.36% 18
2025
Q2 		$6.55M Buy
121,341
+13,943
+13% +$710K 1.34% 18
2025
Q1 		$5.53M Buy
107,398
+4
+0% +$220 1.09% 19
2024
Q4 		$5.98M Sell
107,394
-1,678
-2% -$96K 1.25% 17
2024
Q3 		$6.07M Sell
109,072
-802
-0.7% -$43.4K 1.23% 17
2024
Q2 		$5.7M Buy
109,874
+2,366
+2% +$124K 1.22% 17
2024
Q1 		$5.85M Sell
107,508
-1,289
-1% -$66.4K 1.37% 16
2023
Q4 		$5.69M Sell
108,797
-6,252
-5% -$292K 1.44% 17
2023
Q3 		$5.26M Sell
115,049
-4,535
-4% -$215K 1.48% 15
2023
Q2 		$5.55M Buy
119,584
+3,923
+3% +$172K 1.52% 15
2023
Q1 		$5.15M Buy
115,661
+1,070
+0.9% +$49.6K 1.48% 16
2022
Q4 		$5.04M Buy
114,591
+9,716
+9% +$427K 1.55% 15
2022
Q3 		$4.09M Buy
104,875
+361
+0.3% +$15.4K 1.39% 16
2022
Q2 		$4.2M Buy
104,514
+2,537
+2% +$111K 1.35% 16
2022
Q1 		$4.75M Buy
101,977
+17,595
+21% +$819K 1.46% 15
2021
Q4 		$4.01M Buy
84,382
+3,085
+4% +$145K 1.21% 17
2021
Q3 		$3.61M Buy
81,297
+935
+1% +$41.4K 1.21% 17
2021
Q2 		$3.6M Buy
+80,362
New +$3.61M 1.3% 16

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

Schoolcraft Capital's DFAT Position: Q1 2026 in Review

Schoolcraft Capital reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.3% in Q1 2026, selling an estimated $98.6K and leaving 117,577 shares worth $7.34M. The position accounts for 1.42% of the portfolio, ranked #18.

Schoolcraft Capital first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Schoolcraft Capital held 117,577 shares of Dimensional US Targeted Value ETF worth $7.34M as of Q1 2026.
  • Schoolcraft Capital sold 1,552 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $98.6K.
  • Dimensional US Targeted Value ETF made up 1.42% of Schoolcraft Capital's portfolio in Q1 2026, its #18 holding.
  • Schoolcraft Capital first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.