Towneley Capital Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Towneley Capital 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	$328K	Buy	5,258 +17	+0.3%	+$1.08K	0.07%	31
2025 Q4	$312K	Buy	5,241 +21	+0.4%	+$1.23K	0.07%	29
2025 Q3	$304K	Buy	5,220 +25	+0.5%	+$1.42K	0.07%	30
2025 Q2	$280K	Buy	5,195 +23	+0.4%	+$1.17K	0.06%	30
2025 Q1	$266K	Buy	5,172 +16	+0.3%	+$880	0.06%	34
2024 Q4	$287K	Buy	5,156 +20	+0.4%	+$1.14K	0.07%	40
2024 Q3	$286K	Buy	5,136 +18	+0.4%	+$973	0.06%	35
2024 Q2	$265K	Buy	5,118 +21	+0.4%	+$1.1K	0.06%	35
2024 Q1	$277K	Hold	5,097	–	–	0.07%	39
2023 Q4	$267K	Buy	+5,097	New	+$238K	0.07%	39

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

Towneley Capital Management's DFAT Position: Q1 2026 in Review

Towneley Capital Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.32% in Q1 2026, buying an estimated $1.08K and bringing the position to 5,258 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #31.

Towneley Capital Management first reported a position in DFAT in Q4 2023 and has held it in 10 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Towneley Capital Management held 5,258 shares of Dimensional US Targeted Value ETF worth $328K as of Q1 2026.
Towneley Capital Management bought 17 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.08K.
Dimensional US Targeted Value ETF made up 0.07% of Towneley Capital Management's portfolio in Q1 2026, its #31 holding.
Towneley Capital Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 10 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.