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Vertex Planning Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Vertex Planning 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 		$403K Buy
6,456
+727
+13% +$46.2K 0.08% 90
2025
Q4 		$341K Buy
5,729
+778
+16% +$45.4K 0.08% 96
2025
Q3 		$288K Buy
4,951
+349
+8% +$19.9K 0.06% 164
2025
Q2 		$248K Buy
4,602
+633
+16% +$32.2K 0.05% 163
2025
Q1 		$204K Buy
+3,969
New +$218K 0.04% 176

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

Vertex Planning Partners's DFAT Position: Q1 2026 in Review

Vertex Planning Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 13% in Q1 2026, buying an estimated $46.2K and bringing the position to 6,456 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #90.

Vertex Planning Partners first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Vertex Planning Partners held 6,456 shares of Dimensional US Targeted Value ETF worth $403K as of Q1 2026.
  • Vertex Planning Partners bought 727 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $46.2K.
  • Dimensional US Targeted Value ETF made up 0.08% of Vertex Planning Partners's portfolio in Q1 2026, its #90 holding.
  • Vertex Planning Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.