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Abel Hall LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Abel Hall LLC’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 		$2.35M Sell
33,649
-423
-1% -$28.3K 0.41% 30
2026
Q1 		$2.13M Sell
34,072
-887
-3% -$56.3K 0.45% 24
2025
Q4 		$2.08M Sell
34,959
-541
-2% -$31.6K 0.49% 23
2025
Q3 		$2.07M Sell
35,500
-259
-0.7% -$14.8K 0.83% 19
2025
Q2 		$1.93M Sell
35,759
-8
-0% -$407 0.89% 17
2025
Q1 		$1.84M Hold
35,767
– – 1.11% 16
2024
Q4 		$1.99M Sell
35,767
-974
-3% -$55.7K 1.27% 16
2024
Q3 		$2.04M Sell
36,741
-1,939
-5% -$105K 1.34% 14
2024
Q2 		$2.01M Buy
38,680
+8
+0% +$420 1.42% 14
2024
Q1 		$2.1M Sell
38,672
-65
-0.2% -$3.35K 1.58% 13
2023
Q4 		$2.03M Buy
+38,737
New +$1.81M 1.73% 12

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

Abel Hall LLC's DFAT Position: Q2 2026 in Review

Abel Hall LLC reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.2% in Q2 2026, selling an estimated $28.3K and leaving 33,649 shares worth $2.35M. The position accounts for 0.41% of the portfolio, ranked #30.

Abel Hall LLC first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Abel Hall LLC held 33,649 shares of Dimensional US Targeted Value ETF worth $2.35M as of Q2 2026.
  • Abel Hall LLC sold 423 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $28.3K.
  • Dimensional US Targeted Value ETF made up 0.41% of Abel Hall LLC's portfolio in Q2 2026, its #30 holding.
  • Abel Hall LLC first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.