4WM
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49 Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

49 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
Q2 		– Sell
-3,280
Closed -$205K – 214
2026
Q1 		$205K Buy
+3,280
New +$208K 0.02% 188

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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
SC
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

49 Wealth Management's DFAT Position: Q2 2026 in Review

49 Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 3,280 shares — an estimated $205K sold.

49 Wealth Management first reported a position in DFAT in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • 49 Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 3,280 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $205K.
  • 49 Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and held it in 1 quarter.
  • 49 Wealth Management's Dimensional US Targeted Value ETF position peaked at $205K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.