Vestia Personal Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Vestia Personal Wealth 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
2026 Q1	$11.6M	Sell	185,260 -1,672	-0.9%	-$106K	5.44%	5
2025 Q4	$12M	Sell	186,932 -827	-0.4%	-$48.3K	6.1%	4
2025 Q3	$10.9M	Buy	187,759 +128	+0.1%	+$7.29K	6.33%	4
2025 Q2	$10.1M	Sell	187,631 -1,627	-0.9%	-$82.9K	6.94%	4
2025 Q1	$9.74M	Sell	189,258 -8,521	-4%	-$469K	7.71%	4
2024 Q4	$11M	Sell	197,779 -2,217	-1%	-$127K	9.06%	1
2024 Q3	$11.1M	Buy	199,996 +166	+0.1%	+$8.98K	10.48%	1
2024 Q2	$10.4M	Buy	+199,830	New	+$10.5M	11.06%	1

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B 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

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Vestia Personal Wealth Advisors's DFAT Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.89% in Q1 2026, selling an estimated $106K and leaving 185,260 shares worth $11.6M. The position accounts for 5.44% of the portfolio, ranked #5.

Vestia Personal Wealth Advisors first reported a position in DFAT in Q2 2024 and has held it in 8 quarters since. The position peaked at $12M in Q4 2025. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Vestia Personal Wealth Advisors held 185,260 shares of Dimensional US Targeted Value ETF worth $11.6M as of Q1 2026.
Vestia Personal Wealth Advisors sold 1,672 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $106K.
Dimensional US Targeted Value ETF made up 5.44% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $12M in Q4 2025.
818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.