Strategic Blueprint’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Strategic Blueprint’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	$1.99M	Buy	31,945 +1,539	+5%	+$97.7K	0.12%	182
2025 Q4	$1.81M	Buy	30,406 +2,588	+9%	+$151K	0.11%	187
2025 Q3	$1.62M	Buy	27,818 +3,877	+16%	+$221K	0.07%	243
2025 Q2	$1.29M	Buy	23,941 +2,616	+12%	+$133K	0.06%	263
2025 Q1	$1.1M	Buy	21,325 +9,572	+81%	+$527K	0.06%	273
2024 Q4	$654K	Buy	11,753 +3,849	+49%	+$220K	0.04%	355
2024 Q3	$440K	Buy	7,904 +2,067	+35%	+$112K	0.03%	424
2024 Q2	$303K	Buy	+5,837	New	+$306K	0.02%	493

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

Strategic Blueprint's DFAT Position: Q1 2026 in Review

Strategic Blueprint increased its Dimensional US Targeted Value ETF (DFAT) stake by 5.1% in Q1 2026, buying an estimated $97.7K and bringing the position to 31,945 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #182.

Strategic Blueprint first reported a position in DFAT in Q2 2024 and has held it in 8 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Strategic Blueprint held 31,945 shares of Dimensional US Targeted Value ETF worth $1.99M as of Q1 2026.
Strategic Blueprint bought 1,539 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $97.7K.
Dimensional US Targeted Value ETF made up 0.12% of Strategic Blueprint's portfolio in Q1 2026, its #182 holding.
Strategic Blueprint first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 8 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.