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Avant Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Avant Financial 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 		$2.95M Buy
42,149
+1,538
+4% +$103K 1.84% 19
2026
Q1 		$2.54M Sell
40,611
-246
-0.6% -$15.6K 1.78% 19
2025
Q4 		$2.43M Sell
40,857
-770
-2% -$44.9K 1.75% 19
2025
Q3 		$2.42M Sell
41,627
-356
-0.8% -$20.3K 1.83% 19
2025
Q2 		$2.27M Buy
41,983
+921
+2% +$46.9K 1.87% 18
2025
Q1 		$2.11M Sell
41,062
-92
-0.2% -$5.06K 1.92% 19
2024
Q4 		$2.29M Buy
+41,154
New +$2.35M 2.1% 17

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Avant Financial Advisors's DFAT Position: Q2 2026 in Review

Avant Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.8% in Q2 2026, buying an estimated $103K and bringing the position to 42,149 shares worth $2.95M. The position accounts for 1.84% of the portfolio, ranked #19.

Avant Financial Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Avant Financial Advisors held 42,149 shares of Dimensional US Targeted Value ETF worth $2.95M as of Q2 2026.
  • Avant Financial Advisors bought 1,538 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $103K.
  • Dimensional US Targeted Value ETF made up 1.84% of Avant Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Avant Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 294 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.