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Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$3.52M Buy
56,313
+194
+0.3% +$12.3K 0.73% 31
2025
Q4 		$3.34M Sell
56,119
-3,435
-6% -$200K 0.69% 34
2025
Q3 		$3.47M Sell
59,554
-287
-0.5% -$16.3K 0.73% 32
2025
Q2 		$3.23M Buy
59,841
+849
+1% +$43.2K 0.74% 34
2025
Q1 		$3.04M Buy
58,992
+1,947
+3% +$107K 0.72% 31
2024
Q4 		$3.18M Buy
57,045
+4
+0% +$229 0.78% 29
2024
Q3 		$3.17M Buy
57,041
+2,119
+4% +$115K 0.79% 28
2024
Q2 		$2.85M Sell
54,922
-1,058
-2% -$55.5K 0.76% 31
2024
Q1 		$3.05M Sell
55,980
-34,801
-38% -$1.79M 0.85% 29
2023
Q4 		$4.75M Buy
90,781
+10,695
+13% +$500K 1.46% 13
2023
Q3 		$3.66M Buy
80,086
+762
+1% +$36.2K 1.24% 18
2023
Q2 		$3.68M Buy
79,324
+6,890
+10% +$302K 1.21% 19
2023
Q1 		$3.22M Buy
72,434
+5,189
+8% +$241K 1.17% 19
2022
Q4 		$2.96M Buy
67,245
+340
+0.5% +$14.9K 1.16% 19
2022
Q3 		$2.61M Sell
66,905
-8,265
-11% -$353K 1.16% 22
2022
Q2 		$3.02M Sell
75,170
-12,736
-14% -$559K 1.21% 21
2022
Q1 		$4.09M Buy
87,906
+1,633
+2% +$76K 1.38% 19
2021
Q4 		$4.1M Buy
86,273
+7,814
+10% +$367K 1.39% 21
2021
Q3 		$3.48M Buy
78,459
+4,319
+6% +$191K 1.27% 21
2021
Q2 		$3.32M Buy
+74,140
New +$3.33M 1.21% 23

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

Schwarz Dygos Wheeler Investment Advisors's DFAT Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.35% in Q1 2026, buying an estimated $12.3K and bringing the position to 56,313 shares worth $3.52M. The position accounts for 0.73% of the portfolio, ranked #31.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.75M in Q4 2023. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 56,313 shares of Dimensional US Targeted Value ETF worth $3.52M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 194 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $12.3K.
  • Dimensional US Targeted Value ETF made up 0.73% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Dimensional US Targeted Value ETF position peaked at $4.75M in Q4 2023.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.