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

Triad Wealth 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 		$509K Sell
8,153
-1,067
-12% -$67.8K 0.04% 275
2025
Q4 		$549K Sell
9,220
-283
-3% -$16.5K 0.05% 247
2025
Q3 		$553K Sell
9,503
-440
-4% -$25.1K 0.07% 188
2025
Q2 		$537K Buy
9,943
+1,986
+25% +$101K 0.11% 145
2025
Q1 		$410K Buy
7,957
+2,797
+54% +$154K 0.13% 120
2024
Q4 		$287K Buy
+5,160
New +$295K 0.1% 140

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

Triad Wealth Partners's DFAT Position: Q1 2026 in Review

Triad Wealth Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 12% in Q1 2026, selling an estimated $67.8K and leaving 8,153 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #275.

Triad Wealth Partners first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $553K in Q3 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Triad Wealth Partners held 8,153 shares of Dimensional US Targeted Value ETF worth $509K as of Q1 2026.
  • Triad Wealth Partners sold 1,067 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $67.8K.
  • Dimensional US Targeted Value ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #275 holding.
  • Triad Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Dimensional US Targeted Value ETF position peaked at $553K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.