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Venture Visionary Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Venture Visionary 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 		$343K Buy
5,498
+1
+0% +$64 0.01% 493
2025
Q4 		$327K Buy
+5,497
New +$321K 0.01% 506
2022
Q3 		– Sell
-632
Closed -$25.4K – 728
2022
Q2 		$25.4K Buy
+632
New +$27.7K ﹤0.01% 969

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

Venture Visionary Partners's DFAT Position: Q1 2026 in Review

Venture Visionary Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.02% in Q1 2026, buying an estimated $64 and bringing the position to 5,498 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #493.

Venture Visionary Partners first reported a position in DFAT in Q2 2022 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Venture Visionary Partners held 5,498 shares of Dimensional US Targeted Value ETF worth $343K as of Q1 2026.
  • Venture Visionary Partners bought 1 Dimensional US Targeted Value ETF share in Q1 2026, an estimated $64.
  • Dimensional US Targeted Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #493 holding.
  • Venture Visionary Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.