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

Wealthspan 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	$1.05M	Buy	16,772 +452	+3%	+$28.7K	0.37%	49
2025 Q4	$972K	Sell	16,320 -314	-2%	-$18.3K	0.35%	50
2025 Q3	$968K	Buy	16,634 +133	+0.8%	+$7.58K	0.37%	45
2025 Q2	$890K	Sell	16,501 -4,689	-22%	-$239K	0.37%	46
2025 Q1	$1.09M	Sell	21,190 -86	-0.4%	-$4.73K	0.5%	36
2024 Q4	$1.18M	Buy	21,276 +85	+0.4%	+$4.86K	0.57%	34
2024 Q3	$1.18M	Hold	21,191	–	–	0.58%	32
2024 Q2	$1.1M	Sell	21,191 -675	-3%	-$35.4K	0.61%	32
2024 Q1	$1.19M	Buy	21,866 +661	+3%	+$34K	0.7%	28
2023 Q4	$1.11M	Buy	21,205 +1,188	+6%	+$55.5K	0.78%	26
2023 Q3	$915K	Buy	20,017 +1,066	+6%	+$50.6K	0.72%	26
2023 Q2	$879K	Buy	18,951 +1,739	+10%	+$76.3K	0.69%	28
2023 Q1	$766K	Buy	17,212 +4,148	+32%	+$192K	0.65%	29
2022 Q4	$574K	Buy	13,064 +6,813	+109%	+$299K	0.52%	37
2022 Q3	$244K	Buy	+6,251	New	+$267K	0.25%	62

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

Wealthspan Partners's DFAT Position: Q1 2026 in Review

Wealthspan Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.8% in Q1 2026, buying an estimated $28.7K and bringing the position to 16,772 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #49.

Wealthspan Partners first reported a position in DFAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Wealthspan Partners held 16,772 shares of Dimensional US Targeted Value ETF worth $1.05M as of Q1 2026.
Wealthspan Partners bought 452 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $28.7K.
Dimensional US Targeted Value ETF made up 0.37% of Wealthspan Partners's portfolio in Q1 2026, its #49 holding.
Wealthspan Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 15 quarters since.
Wealthspan Partners's Dimensional US Targeted Value ETF position peaked at $1.19M in Q1 2024.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.