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

Angeles 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 		$555K Buy
7,938
+2,920
+58% +$195K 0.03% 255
2026
Q1 		$313K Buy
5,018
+3,895
+347% +$247K 0.02% 312
2025
Q4 		$66.9K Hold
1,123
– – ﹤0.01% 412
2025
Q3 		$65.4K Hold
1,123
– – ﹤0.01% 370
2025
Q2 		$60.6K Hold
1,123
– – ﹤0.01% 373
2025
Q1 		$57.8K Sell
1,123
-1,610
-59% -$88.6K ﹤0.01% 326
2024
Q4 		$152K Hold
2,733
– – 0.01% 305
2024
Q3 		$152K Sell
2,733
-191
-7% -$10.3K 0.01% 270
2024
Q2 		$152K Sell
2,924
-234
-7% -$12.3K 0.01% 235
2024
Q1 		$172K Buy
3,158
+2,420
+328% +$125K 0.02% 227
2023
Q4 		$38.6K Hold
738
– – ﹤0.01% 226
2023
Q3 		$33.7K Sell
738
-3,850
-84% -$183K ﹤0.01% 206
2023
Q2 		$213K Hold
4,588
– – 0.03% 173
2023
Q1 		$204K Buy
4,588
+404
+10% +$18.7K 0.03% 169
2022
Q4 		$184K Hold
4,184
– – 0.03% 174
2022
Q3 		$163K Hold
4,184
– – 0.03% 172
2022
Q2 		$168K Hold
4,184
– – 0.03% 165
2022
Q1 		$195K Buy
+4,184
New +$195K 0.04% 166

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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

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

Angeles Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 58% in Q2 2026, buying an estimated $195K and bringing the position to 7,938 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #255.

Angeles Wealth Management first reported a position in DFAT in Q1 2022 and has held it in 18 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Angeles Wealth Management held 7,938 shares of Dimensional US Targeted Value ETF worth $555K as of Q2 2026.
  • Angeles Wealth Management bought 2,920 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $195K.
  • Dimensional US Targeted Value ETF made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Angeles Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.