Aviance Capital Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Aviance Capital Partners’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	$5.63M	Buy	80,609 +3,414	+4%	+$228K	0.59%	37
2026 Q1	$4.82M	Buy	77,195 +6,126	+9%	+$389K	0.56%	41
2025 Q4	$4.23M	Sell	71,069 -150	-0.2%	-$8.75K	0.49%	46
2025 Q3	$4.15M	Buy	71,219 +1,500	+2%	+$85.4K	0.49%	47
2025 Q2	$3.76M	Buy	69,719 +11,283	+19%	+$575K	0.49%	46
2025 Q1	$3.01M	Buy	58,436 +5,192	+10%	+$286K	0.42%	52
2024 Q4	$2.96M	Buy	53,244 +3,503	+7%	+$200K	0.41%	56
2024 Q3	$2.77M	Buy	49,741 +11,720	+31%	+$634K	0.37%	59
2024 Q2	$1.97M	Sell	38,021 -1,271	-3%	-$66.7K	0.28%	82
2024 Q1	$2.14M	Buy	39,292 +8,416	+27%	+$433K	0.32%	76
2023 Q4	$1.62M	Buy	30,876 +1,131	+4%	+$52.9K	0.35%	67
2023 Q3	$1.36M	Sell	29,745 -28,992	-49%	-$1.38M	0.31%	87
2023 Q2	$2.72M	Buy	58,737 +1,912	+3%	+$83.9K	0.58%	42
2023 Q1	$2.53M	Buy	56,825 +921	+2%	+$42.7K	0.56%	41
2022 Q4	$2.46M	Buy	55,904 +68	+0.1%	+$2.99K	0.57%	39
2022 Q3	$2.18M	Buy	+55,836	New	+$2.38M	0.54%	44

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

Aviance Capital Partners's DFAT Position: Q2 2026 in Review

Aviance Capital Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.4% in Q2 2026, buying an estimated $228K and bringing the position to 80,609 shares worth $5.63M. The position accounts for 0.59% of the portfolio, ranked #37.

Aviance Capital Partners first reported a position in DFAT in Q3 2022 and has held it in 16 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Aviance Capital Partners held 80,609 shares of Dimensional US Targeted Value ETF worth $5.63M as of Q2 2026.
Aviance Capital Partners bought 3,414 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $228K.
Dimensional US Targeted Value ETF made up 0.59% of Aviance Capital Partners's portfolio in Q2 2026, its #37 holding.
Aviance Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 16 quarters since.
859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.