Summit Portfolio Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Summit Portfolio Management’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	$2.68M	Buy	+42,991	New	+$2.73M	1.73%	15

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Summit Portfolio Management's DFAT Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 42,991 shares worth $2.68M. The stake represents 1.73% of the portfolio and ranks #15 among its holdings.

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

Summit Portfolio Management held 42,991 shares of Dimensional US Targeted Value ETF worth $2.68M as of Q1 2026.
Dimensional US Targeted Value ETF was a new Summit Portfolio Management position in Q1 2026.
Dimensional US Targeted Value ETF made up 1.73% of Summit Portfolio Management's portfolio in Q1 2026, its #15 holding.
822 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.