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Vise Technologies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Vise Technologies’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 		$1.54M Hold
25,946
– – 0.03% 442
2025
Q4 		$1.54M Buy
25,946
+20,688
+393% +$1.21M 0.03% 443
2025
Q3 		$306K Buy
+5,258
New +$299K 0.01% 877

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FFM
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IFA
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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
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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Vise Technologies's DFAT Position: Q1 2026 in Review

Vise Technologies held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 25,946 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #442.

Vise Technologies first reported a position in DFAT in Q3 2025 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Vise Technologies held 25,946 shares of Dimensional US Targeted Value ETF worth $1.54M as of Q1 2026.
  • Vise Technologies left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #442 holding.
  • Vise Technologies first reported a position in Dimensional US Targeted Value ETF in Q3 2025 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 Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.