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

Triune Financial 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 		$22.2M Buy
355,699
+3,694
+1% +$235K 5.28% 4
2025
Q4 		$22.3M Buy
352,005
+3,628
+1% +$212K 5.22% 4
2025
Q3 		$20.3M Buy
348,377
+11,189
+3% +$637K 5.11% 4
2025
Q2 		$18.2M Buy
337,188
+3,458
+1% +$176K 5.01% 4
2025
Q1 		$17.2M Buy
333,730
+4,330
+1% +$238K 5.46% 4
2024
Q4 		$18.3M Buy
329,400
+4,623
+1% +$265K 5.77% 4
2024
Q3 		$18.1M Buy
324,777
+9,539
+3% +$516K 5.67% 4
2024
Q2 		$16.4M Buy
315,238
+9,466
+3% +$497K 5.6% 4
2024
Q1 		$16.6M Sell
305,772
-157
-0.1% -$8.08K 5.78% 4
2023
Q4 		$16M Buy
305,929
+772
+0.3% +$36.1K 5.94% 4
2023
Q3 		$13.9M Buy
305,157
+7,374
+2% +$350K 5.75% 4
2023
Q2 		$13.8M Buy
297,783
+12,535
+4% +$550K 5.64% 4
2023
Q1 		$12.7M Buy
285,248
+7,933
+3% +$368K 5.62% 4
2022
Q4 		$12.2M Sell
277,315
-196
-0.1% -$8.61K 5.75% 4
2022
Q3 		$10.8M Buy
277,511
+4,045
+1% +$173K 6.08% 4
2022
Q2 		$11M Buy
273,466
+2,486
+0.9% +$109K 5.88% 4
2022
Q1 		$12.6M Sell
270,980
-601
-0.2% -$28K 6.7% 3
2021
Q4 		$12.9M Buy
+271,581
New +$12.8M 6.59% 3
2021
Q2 		$11.9M Buy
+264,640
New +$11.9M 9.68% 2

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

Triune Financial Partners's DFAT Position: Q1 2026 in Review

Triune Financial Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 1% in Q1 2026, buying an estimated $235K and bringing the position to 355,699 shares worth $22.2M. The position accounts for 5.28% of the portfolio, ranked #4.

Triune Financial Partners first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $22.3M in Q4 2025. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Triune Financial Partners held 355,699 shares of Dimensional US Targeted Value ETF worth $22.2M as of Q1 2026.
  • Triune Financial Partners bought 3,694 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $235K.
  • Dimensional US Targeted Value ETF made up 5.28% of Triune Financial Partners's portfolio in Q1 2026, its #4 holding.
  • Triune Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Triune Financial Partners's Dimensional US Targeted Value ETF position peaked at $22.3M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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