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WealthShield Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

WealthShield Partners’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 		$44.5K Hold
712
– – 0.01% 455
2025
Q4 		$42.4K Hold
712
– – ﹤0.01% 445
2025
Q3 		$41.4K Hold
712
– – ﹤0.01% 440
2025
Q2 		$38.4K Hold
712
– – ﹤0.01% 435
2025
Q1 		$36.7K Hold
712
– – ﹤0.01% 425
2024
Q4 		$39.6K Hold
712
– – 0.01% 389
2024
Q3 		$39.6K Hold
712
– – 0.01% 394
2024
Q2 		$36.9K Buy
712
+408
+134% +$21.4K 0.01% 368
2024
Q1 		$16.5K Hold
304
– – ﹤0.01% 409
2023
Q4 		$15.9K Buy
+304
New +$14.2K ﹤0.01% 418

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

WealthShield Partners's DFAT Position: Q1 2026 in Review

WealthShield Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 712 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #455.

WealthShield Partners first reported a position in DFAT in Q4 2023 and has held it in 10 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • WealthShield Partners held 712 shares of Dimensional US Targeted Value ETF worth $44.5K as of Q1 2026.
  • WealthShield Partners left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #455 holding.
  • WealthShield Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.