Beckerman Institutional’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Beckerman Institutional’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	$3.31M	Buy	47,386 +1,255	+3%	+$83.9K	1.58%	17
2026 Q1	$2.88M	Buy	46,131 +1,662	+4%	+$106K	1.53%	18
2025 Q4	$2.65M	Buy	44,469 +1,176	+3%	+$68.6K	1.49%	17
2025 Q3	$2.52M	Buy	43,293 +2,067	+5%	+$118K	1.48%	16
2025 Q2	$2.23M	Buy	41,226 +3,095	+8%	+$158K	1.48%	17
2025 Q1	$1.96M	Buy	38,131 +2,432	+7%	+$134K	1.42%	19
2024 Q4	$1.99M	Buy	35,699 +1,634	+5%	+$93.5K	1.59%	15
2024 Q3	$1.9M	Buy	+34,065	New	+$1.84M	1.6%	14

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

Beckerman Institutional's DFAT Position: Q2 2026 in Review

Beckerman Institutional increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.7% in Q2 2026, buying an estimated $83.9K and bringing the position to 47,386 shares worth $3.31M. The position accounts for 1.58% of the portfolio, ranked #17.

Beckerman Institutional first reported a position in DFAT in Q3 2024 and has held it in 8 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Beckerman Institutional held 47,386 shares of Dimensional US Targeted Value ETF worth $3.31M as of Q2 2026.
Beckerman Institutional bought 1,255 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $83.9K.
Dimensional US Targeted Value ETF made up 1.58% of Beckerman Institutional's portfolio in Q2 2026, its #17 holding.
Beckerman Institutional first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 8 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.