Belpointe Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Belpointe Asset Management’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	$577K	Buy	8,255 +1,044	+14%	+$69.8K	0.02%	671
2026 Q1	$450K	Hold	7,211	–	–	0.02%	722
2025 Q4	$429K	Hold	7,211	–	–	0.02%	707
2025 Q3	$420K	Hold	7,211	–	–	0.02%	680
2025 Q2	$389K	Hold	7,211	–	–	0.02%	672
2025 Q1	$371K	Hold	7,211	–	–	0.02%	649
2024 Q4	$402K	Hold	7,211	–	–	0.02%	566
2024 Q3	$401K	Hold	7,211	–	–	0.02%	560
2024 Q2	$374K	Buy	+7,211	New	+$378K	0.03%	521
2023 Q2	–	Sell	-1,640	Closed	-$73K	–	1227
2023 Q1	$73K	Sell	1,640 -132	-7%	-$6.12K	﹤0.01%	1485
2022 Q4	$77.9K	Buy	+1,772	New	+$77.8K	﹤0.01%	1374

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Belpointe Asset Management's DFAT Position: Q2 2026 in Review

Belpointe Asset Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 14% in Q2 2026, buying an estimated $69.8K and bringing the position to 8,255 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #671.

Belpointe Asset Management first reported a position in DFAT in Q4 2022 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Belpointe Asset Management held 8,255 shares of Dimensional US Targeted Value ETF worth $577K as of Q2 2026.
Belpointe Asset Management bought 1,044 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $69.8K.
Dimensional US Targeted Value ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #671 holding.
Belpointe Asset Management first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 11 quarters since.
436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.