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Approach Retirement Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Approach Retirement Advisors’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 		$748K Sell
10,703
-84
-0.8% -$5.61K 0.54% 38
2026
Q1 		$674K Buy
10,787
+6
+0.1% +$381 0.56% 37
2025
Q4 		$642K Buy
+10,781
New +$629K 0.55% 38

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Approach Retirement Advisors's DFAT Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.78% in Q2 2026, selling an estimated $5.61K and leaving 10,703 shares worth $748K. The position accounts for 0.54% of the portfolio, ranked #38.

Approach Retirement Advisors first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Approach Retirement Advisors held 10,703 shares of Dimensional US Targeted Value ETF worth $748K as of Q2 2026.
  • Approach Retirement Advisors sold 84 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $5.61K.
  • Dimensional US Targeted Value ETF made up 0.54% of Approach Retirement Advisors's portfolio in Q2 2026, its #38 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.