Cambridge Financial Group (Arizona)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cambridge Financial Group (Arizona)’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	$28.4M	Buy	405,762 +15,746	+4%	+$1.05M	8.93%	2
2026 Q1	$24.4M	Buy	390,016 +38,407	+11%	+$2.44M	8.24%	2
2025 Q4	$19.7M	Sell	351,609 -893	-0.3%	-$52.1K	6.85%	2
2025 Q3	$20.5M	Buy	352,502 +716	+0.2%	+$40.8K	6.6%	3
2025 Q2	$19M	Buy	351,786 +22,805	+7%	+$1.16M	7.13%	3
2025 Q1	$16.9M	Sell	328,981 -7,578	-2%	-$417K	7.19%	2
2024 Q4	$18.7M	Buy	336,559 +10,048	+3%	+$575K	8.01%	2
2024 Q3	$18.2M	Buy	326,511 +10,065	+3%	+$544K	7.56%	2
2024 Q2	$16.4M	Buy	316,446 +20,709	+7%	+$1.09M	7.5%	2
2024 Q1	$16.1M	Buy	295,737 +23,039	+8%	+$1.19M	7.65%	2
2023 Q4	$14.3M	Buy	+272,698	New	+$12.7M	7.45%	2

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

Cambridge Financial Group (Arizona)'s DFAT Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) increased its Dimensional US Targeted Value ETF (DFAT) stake by 4% in Q2 2026, buying an estimated $1.05M and bringing the position to 405,762 shares worth $28.4M. The position accounts for 8.93% of the portfolio, ranked #2.

Cambridge Financial Group (Arizona) first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Cambridge Financial Group (Arizona) held 405,762 shares of Dimensional US Targeted Value ETF worth $28.4M as of Q2 2026.
Cambridge Financial Group (Arizona) bought 15,746 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.05M.
Dimensional US Targeted Value ETF made up 8.93% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #2 holding.
Cambridge Financial Group (Arizona) first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.