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1620 Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

1620 Investment Advisors’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
Q2 		$9.44K Hold
135
– – 0.01% 502
2026
Q1 		$8.43K Hold
135
– – 0.01% 486
2025
Q4 		$8.04K Buy
+135
New +$7.88K 0.01% 483

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

1620 Investment Advisors's DFAT Position: Q2 2026 in Review

1620 Investment Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 135 shares worth $9.44K. The position accounts for 0.01% of the portfolio, ranked #502.

1620 Investment Advisors first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • 1620 Investment Advisors held 135 shares of Dimensional US Targeted Value ETF worth $9.44K as of Q2 2026.
  • 1620 Investment Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #502 holding.
  • 1620 Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.