Arkadios Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Arkadios Wealth 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	$8.3M	Buy	118,676 +15,606	+15%	+$1.04M	0.13%	181
2026 Q1	$6.44M	Buy	103,070 +34,890	+51%	+$2.22M	0.11%	224
2025 Q4	$4.06M	Buy	68,180 +23,306	+52%	+$1.36M	0.08%	261
2025 Q3	$2.61M	Buy	44,874 +4,119	+10%	+$235K	0.06%	329
2025 Q2	$2.2M	Buy	40,755 +4,511	+12%	+$230K	0.06%	322
2025 Q1	$1.87M	Buy	+36,244	New	+$1.99M	0.07%	300

Other funds holding DFAT

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

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

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

Arkadios Wealth Advisors's DFAT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 15% in Q2 2026, buying an estimated $1.04M and bringing the position to 118,676 shares worth $8.3M. The position accounts for 0.13% of the portfolio, ranked #181.

Arkadios Wealth Advisors first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Arkadios Wealth Advisors held 118,676 shares of Dimensional US Targeted Value ETF worth $8.3M as of Q2 2026.
Arkadios Wealth Advisors bought 15,606 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.04M.
Dimensional US Targeted Value ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #181 holding.
Arkadios Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.