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

Wick Capital 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 		$448K Hold
7,174
– – 0.08% 105
2025
Q4 		$427K Hold
7,174
– – 0.08% 106
2025
Q3 		$418K Buy
7,174
+2,784
+63% +$159K 0.1% 83
2025
Q2 		$387K Sell
4,390
-2,784
-39% -$142K 0.1% 77
2025
Q1 		$369K Buy
+7,174
New +$395K 0.11% 74

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Focus Partners Wealth
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
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

Wick Capital Partners's DFAT Position: Q1 2026 in Review

Wick Capital Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 7,174 shares worth $448K. The position accounts for 0.08% of the portfolio, ranked #105.

Wick Capital Partners first reported a position in DFAT in Q1 2025 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Wick Capital Partners held 7,174 shares of Dimensional US Targeted Value ETF worth $448K as of Q1 2026.
  • Wick Capital Partners left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.08% of Wick Capital Partners's portfolio in Q1 2026, its #105 holding.
  • Wick Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.