Sensible Money’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sensible Money’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	$66.7M	Buy	1,068,341 +47,433	+5%	+$3.01M	20.3%	2
2025 Q4	$60.8M	Buy	1,020,908 +55,309	+6%	+$3.23M	19.41%	2
2025 Q3	$56.2M	Buy	965,599 +62,401	+7%	+$3.55M	19.1%	2
2025 Q2	$48.7M	Buy	903,198 +55,173	+7%	+$2.81M	18.47%	2
2025 Q1	$43.7M	Buy	848,025 +55,987	+7%	+$3.08M	18.71%	2
2024 Q4	$44.1M	Buy	792,038 +43,161	+6%	+$2.47M	19.33%	2
2024 Q3	$41.7M	Buy	748,877 +23,554	+3%	+$1.27M	18.2%	2
2024 Q2	$37.6M	Buy	725,323 +55,194	+8%	+$2.9M	18.35%	2
2024 Q1	$36.5M	Buy	670,129 +28,331	+4%	+$1.46M	19.61%	2
2023 Q4	$33.6M	Buy	641,798 +21,499	+3%	+$1.01M	20.17%	2
2023 Q3	$28.3M	Buy	620,299 +39,904	+7%	+$1.9M	19.99%	2
2023 Q2	$26.9M	Buy	580,395 +42,823	+8%	+$1.88M	19.59%	2
2023 Q1	$23.9M	Buy	537,572 +37,758	+8%	+$1.75M	20.65%	1
2022 Q4	$22M	Buy	+499,814	New	+$22M	23.49%	1

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 $7.07B AUM 18.05% 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

Sensible Money's DFAT Position: Q1 2026 in Review

Sensible Money increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.6% in Q1 2026, buying an estimated $3.01M and bringing the position to 1,068,341 shares worth $66.7M. The position accounts for 20.3% of the portfolio, ranked #2.

Sensible Money first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Sensible Money held 1,068,341 shares of Dimensional US Targeted Value ETF worth $66.7M as of Q1 2026.
Sensible Money bought 47,433 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $3.01M.
Dimensional US Targeted Value ETF made up 20.3% of Sensible Money's portfolio in Q1 2026, its #2 holding.
Sensible Money first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.