BetterWealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BetterWealth’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	$1.22M	Sell	17,488 -258	-1%	-$17.2K	0.22%	29
2026 Q1	$1.11M	Sell	17,746 -602	-3%	-$38.2K	0.22%	30
2025 Q4	$1.09M	Sell	18,348 -1,314	-7%	-$76.7K	0.25%	29
2025 Q3	$1.14M	Sell	19,662 -4,503	-19%	-$256K	0.27%	30
2025 Q2	$1.3M	Sell	24,165 -382	-2%	-$19.5K	0.33%	25
2025 Q1	$1.26M	Sell	24,547 -40,303	-62%	-$2.22M	0.35%	25
2024 Q4	$3.61M	Buy	64,850 +64	+0.1%	+$3.66K	0.99%	18
2024 Q3	$3.6M	Sell	64,786 -3,458	-5%	-$187K	1.07%	14
2024 Q2	$3.54M	Sell	68,244 -4,050	-6%	-$212K	1.13%	13
2024 Q1	$3.93M	Sell	72,294 -4,120	-5%	-$212K	1.28%	13
2023 Q4	$4M	Buy	76,414 +241	+0.3%	+$11.3K	1.37%	14
2023 Q3	$3.48M	Sell	76,173 -1,503	-2%	-$71.4K	1.4%	13
2023 Q2	$3.6M	Sell	77,676 -15,955	-17%	-$700K	1.4%	13
2023 Q1	$4.17M	Sell	93,631 -7,617	-8%	-$353K	1.69%	13
2022 Q4	$4.45M	Sell	101,248 -2,884	-3%	-$127K	2%	12
2022 Q3	$4.06M	Sell	104,132 -1,575	-1%	-$67.2K	2.09%	11
2022 Q2	$4.25M	Buy	+105,707	New	+$4.64M	2.1%	11
2022 Q1	–	Sell	-167,716	Closed	-$7.97M	–	40
2021 Q4	$7.97M	Buy	+167,716	New	+$7.88M	5.59%	5

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

BetterWealth's DFAT Position: Q2 2026 in Review

BetterWealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.5% in Q2 2026, selling an estimated $17.2K and leaving 17,488 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #29.

BetterWealth first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.97M in Q4 2021. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

BetterWealth held 17,488 shares of Dimensional US Targeted Value ETF worth $1.22M as of Q2 2026.
BetterWealth sold 258 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $17.2K.
Dimensional US Targeted Value ETF made up 0.22% of BetterWealth's portfolio in Q2 2026, its #29 holding.
BetterWealth first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
BetterWealth's Dimensional US Targeted Value ETF position peaked at $7.97M in Q4 2021.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.