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Watchman Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Watchman Group’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 		$26.9M Sell
430,509
-2,153
-0.5% -$137K 6.51% 6
2025
Q4 		$25.8M Buy
432,662
+474
+0.1% +$27.7K 6.15% 6
2025
Q3 		$25.2M Sell
432,188
-5,392
-1% -$307K 6.09% 6
2025
Q2 		$23.6M Buy
437,580
+8,433
+2% +$429K 6.16% 6
2025
Q1 		$22.1M Sell
429,147
-21,968
-5% -$1.21M 6.19% 4
2024
Q4 		$25.1M Sell
451,115
-8,538
-2% -$488K 6.59% 4
2024
Q3 		$25.6M Buy
459,653
+1,668
+0.4% +$90.2K 6.67% 4
2024
Q2 		$23.8M Buy
457,985
+3,930
+0.9% +$206K 7.58% 4
2024
Q1 		$24.7M Buy
454,055
+942
+0.2% +$48.5K 7.47% 4
2023
Q4 		$23.7M Buy
453,113
+3,626
+0.8% +$170K 7.81% 3
2023
Q3 		$20.5M Buy
449,487
+15,276
+4% +$725K 8.72% 3
2023
Q2 		$20.1M Buy
434,211
+123,003
+40% +$5.4M 9.98% 2
2023
Q1 		$13.8M Buy
311,208
+22,352
+8% +$1.04M 7.23% 3
2022
Q4 		$12.7M Buy
288,856
+11,468
+4% +$504K 7.01% 3
2022
Q3 		$10.8M Buy
277,388
+28,598
+11% +$1.22M 6.8% 3
2022
Q2 		$10M Buy
248,790
+42,335
+21% +$1.86M 6.17% 3
2022
Q1 		$9.62M Buy
206,455
+79,287
+62% +$3.69M 5.7% 1
2021
Q4 		$6.04M Buy
127,168
+122,792
+2,806% +$5.77M 3.17% 3
2021
Q3 		$194K Buy
+4,376
New +$194K 0.13% 67

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 $7.79B 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
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

Watchman Group's DFAT Position: Q1 2026 in Review

Watchman Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.5% in Q1 2026, selling an estimated $137K and leaving 430,509 shares worth $26.9M. The position accounts for 6.51% of the portfolio, ranked #6.

Watchman Group first reported a position in DFAT in Q3 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Watchman Group held 430,509 shares of Dimensional US Targeted Value ETF worth $26.9M as of Q1 2026.
  • Watchman Group sold 2,153 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $137K.
  • Dimensional US Targeted Value ETF made up 6.51% of Watchman Group's portfolio in Q1 2026, its #6 holding.
  • Watchman Group first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.