180 Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

180 Wealth 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	$1.54M	Buy	22,008 +2,845	+15%	+$190K	0.15%	146
2026 Q1	$1.2M	Buy	19,163 +5,641	+42%	+$358K	0.14%	166
2025 Q4	$805K	Sell	13,522 -75	-0.6%	-$4.38K	0.09%	214
2025 Q3	$792K	Buy	13,597 +485	+4%	+$27.6K	0.1%	193
2025 Q2	$708K	Buy	13,112 +1,334	+11%	+$67.9K	0.1%	194
2025 Q1	$606K	Sell	11,778 -294	-2%	-$16.2K	0.1%	202
2024 Q4	$672K	Buy	12,072 +2,851	+31%	+$163K	0.11%	185
2024 Q3	$513K	Buy	9,221 +165	+2%	+$8.92K	0.08%	219
2024 Q2	$483K	Buy	9,056 +435	+5%	+$22.8K	0.08%	222
2024 Q1	$469K	Buy	8,621 +496	+6%	+$25.5K	0.08%	217
2023 Q4	$423K	Buy	8,125 +1,539	+23%	+$71.9K	0.08%	223
2023 Q3	$301K	Sell	6,586 -300	-4%	-$14.2K	0.07%	261
2023 Q2	$321K	Buy	6,886 +319	+5%	+$14K	0.07%	245
2023 Q1	$292K	Buy	6,567 +452	+7%	+$21K	0.07%	268
2022 Q4	$290K	Buy	+6,115	New	+$269K	0.07%	269

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

180 Wealth Advisors's DFAT Position: Q2 2026 in Review

180 Wealth Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 15% in Q2 2026, buying an estimated $190K and bringing the position to 22,008 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #146.

180 Wealth Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

180 Wealth Advisors held 22,008 shares of Dimensional US Targeted Value ETF worth $1.54M as of Q2 2026.
180 Wealth Advisors bought 2,845 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $190K.
Dimensional US Targeted Value ETF made up 0.15% of 180 Wealth Advisors's portfolio in Q2 2026, its #146 holding.
180 Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.