Accurate Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Accurate 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	$621K	Buy	8,918 +819	+10%	+$54.7K	0.06%	301
2026 Q1	$523K	Buy	8,099 +1,080	+15%	+$68.6K	0.06%	306
2025 Q4	$439K	Buy	7,019 +202	+3%	+$11.8K	0.06%	327
2025 Q3	$393K	Buy	6,817 +1,839	+37%	+$105K	0.05%	342
2025 Q2	$282K	Buy	+4,978	New	+$254K	0.04%	364

Other funds holding DFAT

FFM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Accurate Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 10% in Q2 2026, buying an estimated $54.7K and bringing the position to 8,918 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #301.

Accurate Wealth Management first reported a position in DFAT in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Accurate Wealth Management held 8,918 shares of Dimensional US Targeted Value ETF worth $621K as of Q2 2026.
Accurate Wealth Management bought 819 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $54.7K.
Dimensional US Targeted Value ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #301 holding.
Accurate Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.