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

Stone Summit 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 		$872K Sell
13,959
-155
-1% -$9.84K 0.24% 70
2025
Q4 		$840K Sell
14,114
-420
-3% -$24.5K 0.23% 71
2025
Q3 		$846K Sell
14,534
-281
-2% -$16K 0.24% 71
2025
Q2 		$799K Buy
14,815
+3,315
+29% +$169K 0.25% 78
2025
Q1 		$592K Buy
11,500
+101
+0.9% +$5.56K 0.2% 86
2024
Q4 		$634K Sell
11,399
-75
-0.7% -$4.29K 0.21% 85
2024
Q3 		$638K Buy
11,474
+313
+3% +$16.9K 0.21% 87
2024
Q2 		$579K Hold
11,161
– – 0.21% 86
2024
Q1 		$607K Sell
11,161
-700
-6% -$36K 0.21% 87
2023
Q4 		$621K Buy
11,861
+3,317
+39% +$155K 0.24% 91
2023
Q3 		$390K Buy
8,544
+700
+9% +$33.2K 0.17% 107
2023
Q2 		$364K Buy
7,844
+1,913
+32% +$84K 0.15% 109
2023
Q1 		$264K Hold
5,931
– – 0.12% 119
2022
Q4 		$261K Hold
5,931
– – 0.13% 121
2022
Q3 		$231K Hold
5,931
– – 0.14% 120
2022
Q2 		$239K Hold
5,931
– – 0.14% 118
2022
Q1 		$277K Hold
5,931
– – 0.16% 119
2021
Q4 		$282K Buy
+5,931
New +$279K 0.23% 98

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

Stone Summit Wealth's DFAT Position: Q1 2026 in Review

Stone Summit Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q1 2026, selling an estimated $9.84K and leaving 13,959 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #70.

Stone Summit Wealth first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Stone Summit Wealth held 13,959 shares of Dimensional US Targeted Value ETF worth $872K as of Q1 2026.
  • Stone Summit Wealth sold 155 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $9.84K.
  • Dimensional US Targeted Value ETF made up 0.24% of Stone Summit Wealth's portfolio in Q1 2026, its #70 holding.
  • Stone Summit Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.