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

Vance Wealth’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 		$10.4M Buy
166,376
+2,530
+2% +$161K 3% 6
2025
Q4 		$9.76M Buy
163,846
+6,278
+4% +$366K 2.9% 6
2025
Q3 		$9.17M Buy
157,568
+1,696
+1% +$96.6K 2.82% 7
2025
Q2 		$8.41M Buy
155,872
+14,801
+10% +$754K 2.84% 6
2025
Q1 		$7.26M Buy
141,071
+130,597
+1,247% +$7.19M 2.73% 6
2024
Q4 		$583K Sell
10,474
-2,629
-20% -$150K 0.23% 57
2024
Q3 		$729K Buy
13,103
+802
+7% +$43.4K 0.28% 48
2024
Q2 		$638K Buy
12,301
+45
+0.4% +$2.36K 0.26% 48
2024
Q1 		$667K Buy
12,256
+738
+6% +$38K 0.27% 44
2023
Q4 		$603K Buy
11,518
+4,561
+66% +$213K 0.26% 45
2023
Q3 		$318K Buy
6,957
+2,146
+45% +$102K 0.15% 61
2023
Q2 		$223K Buy
+4,811
New +$211K 0.1% 73

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

Vance Wealth's DFAT Position: Q1 2026 in Review

Vance Wealth increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.5% in Q1 2026, buying an estimated $161K and bringing the position to 166,376 shares worth $10.4M. The position accounts for 3% of the portfolio, ranked #6.

Vance Wealth first reported a position in DFAT in Q2 2023 and has held it in 12 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Vance Wealth held 166,376 shares of Dimensional US Targeted Value ETF worth $10.4M as of Q1 2026.
  • Vance Wealth bought 2,530 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $161K.
  • Dimensional US Targeted Value ETF made up 3% of Vance Wealth's portfolio in Q1 2026, its #6 holding.
  • Vance Wealth first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.