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DFAT icon

Sittner & Nelson’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sittner & Nelson’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 		$75.8K Hold
1,213
– – 0.03% 257
2025
Q4 		$80.9K Hold
1,213
– – 0.03% 231
2025
Q3 		$70.6K Hold
1,213
– – 0.03% 228
2025
Q2 		$65.5K Hold
1,213
– – 0.03% 226
2025
Q1 		$62.5K Buy
1,213
+274
+29% +$15.1K 0.03% 216
2024
Q4 		$52.3K Hold
939
– – 0.02% 223
2024
Q3 		$52.2K Hold
939
– – 0.02% 226
2024
Q2 		$48.7K Hold
939
– – 0.02% 217
2024
Q1 		$51.1K Hold
939
– – 0.03% 212
2023
Q4 		$49.1K Hold
939
– – 0.03% 212
2023
Q3 		$42.9K Hold
939
– – 0.02% 219
2023
Q2 		$43.6K Hold
939
– – 0.02% 220
2023
Q1 		$41.8K Hold
939
– – 0.02% 238
2022
Q4 		$41.3K Hold
939
– – 0.03% 236
2022
Q3 		$37K Hold
939
– – 0.02% 235
2022
Q2 		$38K Hold
939
– – 0.02% 237
2022
Q1 		$44K Hold
939
– – 0.03% 222
2021
Q4 		$45K Hold
939
– – 0.03% 215
2021
Q3 		$42K Buy
+939
New +$41.6K 0.03% 205

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 $7.07B 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
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

Sittner & Nelson's DFAT Position: Q1 2026 in Review

Sittner & Nelson held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 1,213 shares worth $75.8K. The position accounts for 0.03% of the portfolio, ranked #257.

Sittner & Nelson first reported a position in DFAT in Q3 2021 and has held it in 19 quarters since. The position peaked at $80.9K in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Sittner & Nelson held 1,213 shares of Dimensional US Targeted Value ETF worth $75.8K as of Q1 2026.
  • Sittner & Nelson left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Sittner & Nelson's portfolio in Q1 2026, its #257 holding.
  • Sittner & Nelson first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Sittner & Nelson's Dimensional US Targeted Value ETF position peaked at $80.9K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.