Tranquility Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Tranquility Partners’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	$358K	Buy	5,738 +117	+2%	+$7.43K	0.14%	156
2025 Q4	$335K	Sell	5,621 -101	-2%	-$5.89K	0.12%	171
2025 Q3	$333K	Hold	5,722	–	–	0.11%	179
2025 Q2	$309K	Buy	5,722 +300	+6%	+$15.3K	0.11%	174
2025 Q1	$279K	Buy	5,422 +174	+3%	+$9.57K	0.11%	172
2024 Q4	$292K	Buy	5,248 +349	+7%	+$20K	0.11%	172
2024 Q3	$273K	Buy	4,899 +362	+8%	+$19.6K	0.1%	183
2024 Q2	$235K	Sell	4,537 -59	-1%	-$3.1K	0.09%	198
2024 Q1	$250K	Buy	4,596 +338	+8%	+$17.4K	0.1%	196
2023 Q4	$223K	Buy	+4,258	New	+$199K	0.09%	187

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

Tranquility Partners's DFAT Position: Q1 2026 in Review

Tranquility Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.1% in Q1 2026, buying an estimated $7.43K and bringing the position to 5,738 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #156.

Tranquility Partners 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.

Tranquility Partners held 5,738 shares of Dimensional US Targeted Value ETF worth $358K as of Q1 2026.
Tranquility Partners bought 117 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $7.43K.
Dimensional US Targeted Value ETF made up 0.14% of Tranquility Partners's portfolio in Q1 2026, its #156 holding.
Tranquility Partners 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 Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.