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

Truvestments Capital’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 		$10.2K Buy
164
+1
+0.6% +$64 ﹤0.01% 755
2025
Q4 		$9.71K Buy
163
+1
+0.6% +$58 ﹤0.01% 708
2025
Q3 		$9.45K Sell
162
-262
-62% -$14.9K ﹤0.01% 723
2025
Q2 		$22.9K Buy
424
+2
+0.5% +$102 ﹤0.01% 509
2025
Q1 		$21.7K Buy
422
+1
+0.2% +$55 ﹤0.01% 540
2024
Q4 		$23.4K Sell
421
-304
-42% -$17.4K 0.01% 478
2024
Q3 		$40.3K Buy
+725
New +$39.2K 0.01% 390
2024
Q2 		– Sell
-719
Closed -$39.1K – 343
2024
Q1 		$39.1K Buy
719
+1
+0.1% +$51 0.02% 379
2023
Q4 		$37.6K Sell
718
-288
-29% -$13.5K 0.02% 356
2023
Q3 		$46K Buy
+1,006
New +$47.8K 0.02% 298

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

Truvestments Capital's DFAT Position: Q1 2026 in Review

Truvestments Capital increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.61% in Q1 2026, buying an estimated $64 and bringing the position to 164 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Truvestments Capital first reported a position in DFAT in Q3 2023 and has held it in 10 quarters since. The position peaked at $46K in Q3 2023. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Truvestments Capital held 164 shares of Dimensional US Targeted Value ETF worth $10.2K as of Q1 2026.
  • Truvestments Capital bought 1 Dimensional US Targeted Value ETF share in Q1 2026, an estimated $64.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #755 holding.
  • Truvestments Capital first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and has held it in 10 quarters since.
  • Truvestments Capital's Dimensional US Targeted Value ETF position peaked at $46K in Q3 2023.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.