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

Simplicity Wealth’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	$3.42M	Sell	54,747 -446	-0.8%	-$28.3K	0.19%	115
2025 Q4	$3.29M	Sell	55,193 -1,712	-3%	-$99.9K	0.2%	119
2025 Q3	$3.31M	Sell	56,905 -61,411	-52%	-$3.5M	0.19%	119
2025 Q2	$6.38M	Buy	118,316 +47,987	+68%	+$2.44M	0.27%	83
2025 Q1	$3.62M	Buy	+70,329	New	+$3.87M	0.28%	82
2024 Q4	–	Sell	-84,476	Closed	-$4.7M	–	379
2024 Q3	$4.7M	Sell	84,476 -251,977	-75%	-$13.6M	0.44%	51
2024 Q2	$17.5M	Buy	+336,453	New	+$17.6M	0.39%	44

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

Simplicity Wealth's DFAT Position: Q1 2026 in Review

Simplicity Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.81% in Q1 2026, selling an estimated $28.3K and leaving 54,747 shares worth $3.42M. The position accounts for 0.19% of the portfolio, ranked #115.

Simplicity Wealth first reported a position in DFAT in Q2 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q2 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Simplicity Wealth held 54,747 shares of Dimensional US Targeted Value ETF worth $3.42M as of Q1 2026.
Simplicity Wealth sold 446 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $28.3K.
Dimensional US Targeted Value ETF made up 0.19% of Simplicity Wealth's portfolio in Q1 2026, its #115 holding.
Simplicity Wealth first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 7 quarters since.
Simplicity Wealth's Dimensional US Targeted Value ETF position peaked at $17.5M in Q2 2024.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.