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Burton Enright Welch’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Burton Enright Welch’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 		$4.24M Sell
60,666
-1,652
-3% -$110K 0.5% 25
2026
Q1 		$3.89M Buy
62,318
+53
+0.1% +$3.37K 0.53% 23
2025
Q4 		$3.71M Buy
62,265
+1,407
+2% +$82.1K 0.52% 26
2025
Q3 		$3.54M Buy
60,858
+1,260
+2% +$71.8K 0.53% 26
2025
Q2 		$3.22M Buy
59,598
+48,589
+441% +$2.47M 0.56% 26
2025
Q1 		$567K Buy
+11,009
New +$606K 0.12% 61

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Burton Enright Welch's DFAT Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.7% in Q2 2026, selling an estimated $110K and leaving 60,666 shares worth $4.24M. The position accounts for 0.5% of the portfolio, ranked #25.

Burton Enright Welch first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Burton Enright Welch held 60,666 shares of Dimensional US Targeted Value ETF worth $4.24M as of Q2 2026.
  • Burton Enright Welch sold 1,652 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $110K.
  • Dimensional US Targeted Value ETF made up 0.5% of Burton Enright Welch's portfolio in Q2 2026, its #25 holding.
  • Burton Enright Welch first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 517 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.