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Total Clarity Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Total Clarity Wealth 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 		$4.51M Buy
+72,272
New +$4.59M 1.06% 23

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

Total Clarity Wealth Management's DFAT Position: Q1 2026 in Review

Total Clarity Wealth Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 72,272 shares worth $4.51M. The stake represents 1.06% of the portfolio and ranks #23 among its holdings.

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

  • Total Clarity Wealth Management held 72,272 shares of Dimensional US Targeted Value ETF worth $4.51M as of Q1 2026.
  • Dimensional US Targeted Value ETF was a new Total Clarity Wealth Management position in Q1 2026.
  • Dimensional US Targeted Value ETF made up 1.06% of Total Clarity Wealth Management's portfolio in Q1 2026, its #23 holding.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.