VWM
DFAT icon

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

Verus Wealth Management’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 		$1.63M Sell
26,113
-222
-0.8% -$14.1K 1.51% 18
2025
Q4 		$1.57M Sell
26,335
-608
-2% -$35.5K 1.46% 19
2025
Q3 		$1.57M Sell
26,943
-550
-2% -$31.3K 1.46% 20
2025
Q2 		$1.48M Sell
27,493
-6,325
-19% -$322K 1.49% 18
2025
Q1 		$1.74M Buy
33,818
+286
+0.9% +$15.7K 1.91% 14
2024
Q4 		$1.87M Buy
+33,532
New +$1.92M 2.09% 13

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

Verus Wealth Management's DFAT Position: Q1 2026 in Review

Verus Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.84% in Q1 2026, selling an estimated $14.1K and leaving 26,113 shares worth $1.63M. The position accounts for 1.51% of the portfolio, ranked #18.

Verus Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Verus Wealth Management held 26,113 shares of Dimensional US Targeted Value ETF worth $1.63M as of Q1 2026.
  • Verus Wealth Management sold 222 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $14.1K.
  • Dimensional US Targeted Value ETF made up 1.51% of Verus Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Verus Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Verus Wealth Management's Dimensional US Targeted Value ETF position peaked at $1.87M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Verus Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.