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Capital Group Private Client Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Capital Group Private Client Services’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 		$1.46M Buy
20,848
+299
+1% +$20K 0.02% 184
2026
Q1 		$1.28M Buy
20,549
+4,361
+27% +$277K 0.02% 179
2025
Q4 		$964K Hold
16,188
– – 0.02% 203
2025
Q3 		$942K Hold
16,188
– – 0.02% 209
2025
Q2 		$874K Hold
16,188
– – 0.01% 237
2025
Q1 		$834K Buy
16,188
+7,281
+82% +$401K 0.01% 236
2024
Q4 		$496K Buy
+8,907
New +$510K ﹤0.01% 246

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

Capital Group Private Client Services's DFAT Position: Q2 2026 in Review

Capital Group Private Client Services increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.5% in Q2 2026, buying an estimated $20K and bringing the position to 20,848 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #184.

Capital Group Private Client Services first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Capital Group Private Client Services held 20,848 shares of Dimensional US Targeted Value ETF worth $1.46M as of Q2 2026.
  • Capital Group Private Client Services bought 299 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $20K.
  • Dimensional US Targeted Value ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #184 holding.
  • Capital Group Private Client Services first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.