SwitchPoint Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SwitchPoint Financial Planning’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	$5.76M	Buy	92,239 +130	+0.1%	+$8.26K	3.91%	4
2025 Q4	$5.48M	Sell	92,109 -588	-0.6%	-$34.3K	3.84%	4
2025 Q3	$5.4M	Buy	92,697 +187	+0.2%	+$10.7K	3.91%	4
2025 Q2	$4.99M	Sell	92,510 -87	-0.1%	-$4.43K	4.09%	4
2025 Q1	$4.77M	Buy	92,597 +122	+0.1%	+$6.71K	4.52%	4
2024 Q4	$5.15M	Buy	+92,475	New	+$5.29M	4.93%	4

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

SwitchPoint Financial Planning's DFAT Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.14% in Q1 2026, buying an estimated $8.26K and bringing the position to 92,239 shares worth $5.76M. The position accounts for 3.91% of the portfolio, ranked #4.

SwitchPoint Financial Planning first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

SwitchPoint Financial Planning held 92,239 shares of Dimensional US Targeted Value ETF worth $5.76M as of Q1 2026.
SwitchPoint Financial Planning bought 130 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $8.26K.
Dimensional US Targeted Value ETF made up 3.91% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #4 holding.
SwitchPoint Financial Planning first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.