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Accretive Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Accretive Wealth Partners’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 		$206K Sell
2,951
-1,365
-32% -$91.2K 0.05% 171
2026
Q1 		$270K Buy
+4,316
New +$274K 0.08% 151

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Accretive Wealth Partners's DFAT Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 32% in Q2 2026, selling an estimated $91.2K and leaving 2,951 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #171.

Accretive Wealth Partners first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Accretive Wealth Partners held 2,951 shares of Dimensional US Targeted Value ETF worth $206K as of Q2 2026.
  • Accretive Wealth Partners sold 1,365 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $91.2K.
  • Dimensional US Targeted Value ETF made up 0.05% of Accretive Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Accretive Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Accretive Wealth Partners's Dimensional US Targeted Value ETF position peaked at $270K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.