VA
DFAT icon

Veratis Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Veratis 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
2025
Q4 		$9.16M Buy
+166,704
New +$9.73M 7.25% 3

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Veratis Advisors's DFAT Position: Q4 2025 in Review

Veratis Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2025: 166,704 shares worth $9.16M. The stake represents 7.25% of the portfolio and ranks #3 among its holdings.

793 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Veratis Advisors held 166,704 shares of Dimensional US Targeted Value ETF worth $9.16M as of Q4 2025.
  • Dimensional US Targeted Value ETF was a new Veratis Advisors position in Q4 2025.
  • Dimensional US Targeted Value ETF made up 7.25% of Veratis Advisors's portfolio in Q4 2025, its #3 holding.
  • 793 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Veratis Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.