Wealthspire Advisors (New York)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Wealthspire Advisors (New York)’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	$494K	Sell	7,911 -40	-0.5%	-$2.54K	﹤0.01%	572
2025 Q4	$473K	Buy	7,951 +4,126	+108%	+$241K	﹤0.01%	631
2025 Q3	$223K	Sell	3,825 -134	-3%	-$7.63K	﹤0.01%	758
2025 Q2	$214K	Hold	3,959	–	–	﹤0.01%	769
2025 Q1	$204K	Hold	3,959	–	–	﹤0.01%	742
2024 Q4	$220K	Hold	3,959	–	–	﹤0.01%	724
2024 Q3	$220K	Buy	+3,959	New	+$214K	﹤0.01%	690
2024 Q1	–	Sell	-5,792	Closed	-$303K	–	649
2023 Q4	$303K	Sell	5,792 -1,193	-17%	-$55.8K	﹤0.01%	522
2023 Q3	$319K	Buy	+6,985	New	+$332K	0.01%	473

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

Wealthspire Advisors (New York)'s DFAT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.5% in Q1 2026, selling an estimated $2.54K and leaving 7,911 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Wealthspire Advisors (New York) first reported a position in DFAT in Q3 2023 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Wealthspire Advisors (New York) held 7,911 shares of Dimensional US Targeted Value ETF worth $494K as of Q1 2026.
Wealthspire Advisors (New York) sold 40 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $2.54K.
Dimensional US Targeted Value ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #572 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and has held it in 9 quarters since.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.