UCB
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United Community Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

United Community Bank’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 		$23.5K Hold
377
– – 0.01% 410
2025
Q4 		$22.4K Hold
377
– – 0.01% 361
2025
Q3 		$21.9K Hold
377
– – 0.01% 401
2025
Q2 		$20.3K Hold
377
– – 0.01% 360
2025
Q1 		$19.4K Buy
+377
New +$20.7K 0.01% 360

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 $7.79B AUM 20.38% 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 Community Bank's DFAT Position: Q1 2026 in Review

United Community Bank held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 377 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #410.

United Community Bank first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • United Community Bank held 377 shares of Dimensional US Targeted Value ETF worth $23.5K as of Q1 2026.
  • United Community Bank left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #410 holding.
  • United Community Bank first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.