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

Westwood Wealth Management’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 		– Sell
-84,545
Closed -$5.03M – 63
2025
Q4 		$5.03M Buy
+84,545
New +$4.93M 3.78% 6

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

Westwood Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2026, closing a stake of 84,545 shares — an estimated $5.03M sold.

Westwood Wealth Management first reported a position in DFAT in Q4 2025 and held it in 1 quarter. The position peaked at $5.03M in Q4 2025. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Westwood Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 84,545 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $5.03M.
  • Westwood Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Dimensional US Targeted Value ETF position peaked at $5.03M in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.