3FI
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3 Factor Indexing’s Dimensional US Targeted Value ETF DFAT Stock Holding History

3 Factor Indexing’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 		$2.67M Buy
38,183
+190
+0.5% +$12.7K 2.26% 11
2026
Q1 		$2.37M Buy
+37,993
New +$2.41M 2.24% 10

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

3 Factor Indexing's DFAT Position: Q2 2026 in Review

3 Factor Indexing increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 38,183 shares worth $2.67M. The position accounts for 2.26% of the portfolio, ranked #11.

3 Factor Indexing first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • 3 Factor Indexing held 38,183 shares of Dimensional US Targeted Value ETF worth $2.67M as of Q2 2026.
  • 3 Factor Indexing bought 190 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $12.7K.
  • Dimensional US Targeted Value ETF made up 2.26% of 3 Factor Indexing's portfolio in Q2 2026, its #11 holding.
  • 3 Factor Indexing first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.