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

Stevens Capital Partners’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	$490K	Buy	+7,853	New	+$499K	0.12%	85

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 $7.79B 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

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

Stevens Capital Partners's DFAT Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 7,853 shares worth $490K. The stake represents 0.12% of the portfolio and ranks #85 among its holdings.

818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Stevens Capital Partners held 7,853 shares of Dimensional US Targeted Value ETF worth $490K as of Q1 2026.
Dimensional US Targeted Value ETF was a new Stevens Capital Partners position in Q1 2026.
Dimensional US Targeted Value ETF made up 0.12% of Stevens Capital Partners's portfolio in Q1 2026, its #85 holding.
818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.