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WealthCollab’s Dimensional US Targeted Value ETF DFAT Stock Holding History

WealthCollab’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 		$1.43M Hold
22,975
– – 0.59% 29
2025
Q4 		$1.37M Hold
22,975
– – 0.56% 33
2025
Q3 		$1.34M Hold
22,975
– – 0.61% 30
2025
Q2 		$1.24M Buy
22,975
+156
+0.7% +$7.95K 0.69% 29
2025
Q1 		$1.17M Sell
22,819
-515
-2% -$28.3K 0.73% 26
2024
Q4 		$1.3M Hold
23,334
– – 0.83% 24
2024
Q3 		$1.3M Hold
23,334
– – 0.85% 24
2024
Q2 		$1.21M Hold
23,334
– – 0.87% 25
2024
Q1 		$1.27M Hold
23,334
– – 0.94% 24
2023
Q4 		$1.22M Buy
+23,334
New +$1.09M 0.95% 24

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

WealthCollab's DFAT Position: Q1 2026 in Review

WealthCollab held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 22,975 shares worth $1.43M. The position accounts for 0.59% of the portfolio, ranked #29.

WealthCollab first reported a position in DFAT in Q4 2023 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • WealthCollab held 22,975 shares of Dimensional US Targeted Value ETF worth $1.43M as of Q1 2026.
  • WealthCollab left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.59% of WealthCollab's portfolio in Q1 2026, its #29 holding.
  • WealthCollab first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.