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United Capital Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

United Capital Financial Advisors’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 		$611K Hold
9,779
– – ﹤0.01% 967
2025
Q4 		$582K Sell
9,779
-362
-4% -$21.1K ﹤0.01% 909
2025
Q3 		$590K Sell
10,141
-4,280
-30% -$244K ﹤0.01% 809
2025
Q2 		$778K Sell
14,421
-266
-2% -$13.5K 0.01% 665
2025
Q1 		$756K Buy
14,687
+117
+0.8% +$6.44K 0.01% 634
2024
Q4 		$811K Sell
14,570
-247
-2% -$14.1K 0.01% 602
2024
Q3 		$824K Buy
14,817
+8
+0.1% +$433 0.01% 594
2024
Q2 		$768K Sell
14,809
-6,096
-29% -$320K 0.01% 595
2024
Q1 		$1.14M Sell
20,905
-96
-0.5% -$4.94K 0.01% 532
2023
Q4 		$1.1M Sell
21,001
-64,942
-76% -$3.04M 0.01% 537
2023
Q3 		$3.93M Sell
85,943
-379
-0.4% -$18K 0.03% 330
2023
Q2 		$4M Sell
86,322
-2,129
-2% -$93.4K 0.02% 349
2023
Q1 		$3.94M Buy
88,451
+203
+0.2% +$9.41K 0.02% 350
2022
Q4 		$3.88M Sell
88,248
-2,789
-3% -$123K 0.02% 368
2022
Q3 		$3.55M Buy
91,037
+47
+0.1% +$2K 0.02% 382
2022
Q2 		$3.66M Buy
90,990
+1,378
+2% +$60.4K 0.02% 389
2022
Q1 		$4.17M Buy
89,612
+3,650
+4% +$170K 0.02% 393
2021
Q4 		$4.08M Sell
85,962
-4,134
-5% -$194K 0.02% 403
2021
Q3 		$4M Buy
90,096
+38
+0% +$1.68K 0.02% 407
2021
Q2 		$4.04M Buy
+90,058
New +$4.05M 0.02% 408

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

United Capital Financial Advisors's DFAT Position: Q1 2026 in Review

United Capital Financial Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 9,779 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

United Capital Financial Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.17M in Q1 2022. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • United Capital Financial Advisors held 9,779 shares of Dimensional US Targeted Value ETF worth $611K as of Q1 2026.
  • United Capital Financial Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #967 holding.
  • United Capital Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Dimensional US Targeted Value ETF position peaked at $4.17M in Q1 2022.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.