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

Wealth Management Nebraska’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	$13.4M	Sell	214,986 -1,201	-0.6%	-$76.3K	1.36%	16
2025 Q4	$12.9M	Sell	216,187 -143	-0.1%	-$8.34K	1.47%	15
2025 Q3	$12.6M	Buy	216,330 +1,290	+0.6%	+$73.5K	1.5%	17
2025 Q2	$11.6M	Buy	215,040 +15,984	+8%	+$814K	1.57%	17
2025 Q1	$10.2M	Sell	199,056 -63,203	-24%	-$3.48M	1.56%	18
2024 Q4	$14.6M	Buy	+262,259	New	+$15M	2.37%	13

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 $7.07B 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

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

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

Wealth Management Nebraska reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.56% in Q1 2026, selling an estimated $76.3K and leaving 214,986 shares worth $13.4M. The position accounts for 1.36% of the portfolio, ranked #16.

Wealth Management Nebraska first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q4 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Wealth Management Nebraska held 214,986 shares of Dimensional US Targeted Value ETF worth $13.4M as of Q1 2026.
Wealth Management Nebraska sold 1,201 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $76.3K.
Dimensional US Targeted Value ETF made up 1.36% of Wealth Management Nebraska's portfolio in Q1 2026, its #16 holding.
Wealth Management Nebraska first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
Wealth Management Nebraska's Dimensional US Targeted Value ETF position peaked at $14.6M in Q4 2024.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.