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Bedel Financial Consulting’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bedel Financial Consulting’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 		$6.34M Buy
90,713
+15,552
+21% +$1.04M 0.6% 24
2026
Q1 		$4.69M Buy
75,161
+8,622
+13% +$548K 0.53% 28
2025
Q4 		$3.96M Buy
66,539
+6,124
+10% +$357K 0.43% 32
2025
Q3 		$3.52M Buy
60,415
+10,180
+20% +$580K 0.45% 33
2025
Q2 		$2.71M Buy
50,235
+3,516
+8% +$179K 0.37% 34
2025
Q1 		$2.33M Buy
46,719
+18,337
+65% +$1.01M 0.33% 39
2024
Q4 		$1.64M Buy
28,382
+472
+2% +$27K 0.23% 60
2024
Q3 		$1.55M Buy
27,910
+1,530
+6% +$82.7K 0.22% 61
2024
Q2 		$1.37M Buy
26,380
+1,163
+5% +$61K 0.2% 61
2024
Q1 		$1.37M Buy
25,217
+3,192
+14% +$164K 0.22% 63
2023
Q4 		$1.15M Buy
22,025
+5,245
+31% +$245K 0.21% 68
2023
Q3 		$767K Buy
16,780
+2,028
+14% +$96.3K 0.16% 79
2023
Q2 		$684K Sell
14,752
-2,617
-15% -$115K 0.14% 90
2023
Q1 		$773K Buy
17,369
+6,099
+54% +$283K 0.19% 77
2022
Q4 		$495K Buy
11,270
+2,489
+28% +$109K 0.12% 109
2022
Q3 		$391K Buy
+8,781
New +$375K 0.1% 130

Other funds holding DFAT

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

Bedel Financial Consulting's DFAT Position: Q2 2026 in Review

Bedel Financial Consulting increased its Dimensional US Targeted Value ETF (DFAT) stake by 21% in Q2 2026, buying an estimated $1.04M and bringing the position to 90,713 shares worth $6.34M. The position accounts for 0.6% of the portfolio, ranked #24.

Bedel Financial Consulting first reported a position in DFAT in Q3 2022 and has held it in 16 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Bedel Financial Consulting held 90,713 shares of Dimensional US Targeted Value ETF worth $6.34M as of Q2 2026.
  • Bedel Financial Consulting bought 15,552 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.04M.
  • Dimensional US Targeted Value ETF made up 0.6% of Bedel Financial Consulting's portfolio in Q2 2026, its #24 holding.
  • Bedel Financial Consulting first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.