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AlphaStar Capital Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

AlphaStar Capital 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 		$320K Buy
+4,585
New +$306K 0.02% 228

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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

AlphaStar Capital Management's DFAT Position: Q2 2026 in Review

AlphaStar Capital Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 4,585 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • AlphaStar Capital Management held 4,585 shares of Dimensional US Targeted Value ETF worth $320K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new AlphaStar Capital Management position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.02% of AlphaStar Capital Management's portfolio in Q2 2026, its #228 holding.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.