PL
DFAT icon

Pandowealth. LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pandowealth. 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 		$1.79M Sell
25,540
-915
-3% -$61.1K 1.45% 6
2026
Q1 		$1.65M Buy
26,455
+60
+0.2% +$3.81K 1.42% 7
2025
Q4 		$1.57M Buy
+26,395
New +$1.54M 1.42% 7

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pandowealth. LLC's DFAT Position: Q2 2026 in Review

Pandowealth. LLC reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.5% in Q2 2026, selling an estimated $61.1K and leaving 25,540 shares worth $1.79M. The position accounts for 1.45% of the portfolio, ranked #6.

Pandowealth. LLC first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Pandowealth. LLC held 25,540 shares of Dimensional US Targeted Value ETF worth $1.79M as of Q2 2026.
  • Pandowealth. LLC sold 915 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $61.1K.
  • Dimensional US Targeted Value ETF made up 1.45% of Pandowealth. LLC's portfolio in Q2 2026, its #6 holding.
  • Pandowealth. LLC first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.