Cardiff Park Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cardiff Park Advisors’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	$21.5M	Sell	307,986 -9,248	-3%	-$618K	1.67%	12
2026 Q1	$19.8M	Buy	317,234 +11,460	+4%	+$728K	1.58%	12
2025 Q4	$18.2M	Sell	305,774 -20,856	-6%	-$1.22M	1.5%	12
2025 Q3	$19M	Sell	326,630 -853	-0.3%	-$48.6K	1.46%	14
2025 Q2	$17.7M	Sell	327,483 -41,483	-11%	-$2.11M	1.52%	13
2025 Q1	$19M	Buy	368,966 +6,359	+2%	+$350K	1.83%	10
2024 Q4	$20.2M	Buy	362,607 +770	+0.2%	+$44.1K	1.92%	10
2024 Q3	$20.1M	Buy	361,837 +1,246	+0.3%	+$67.4K	1.8%	10
2024 Q2	$18.7M	Buy	360,591 +19,316	+6%	+$1.01M	1.79%	10
2024 Q1	$18.6M	Buy	341,275 +6,443	+2%	+$332K	1.76%	11
2023 Q4	$17.5M	Sell	334,832 -1,807	-0.5%	-$84.5K	1.94%	10
2023 Q3	$15.4M	Buy	336,639 +2,918	+0.9%	+$139K	1.94%	10
2023 Q2	$15.5M	Buy	333,721 +27,164	+9%	+$1.19M	1.9%	11
2023 Q1	$13.6M	Buy	306,557 +9,227	+3%	+$428K	1.79%	11
2022 Q4	$13.1M	Sell	297,330 -1,882	-0.6%	-$82.7K	1.82%	11
2022 Q3	$11.7M	Sell	299,212 -8,673	-3%	-$370K	1.82%	11
2022 Q2	$12.4M	Sell	307,885 -19,166	-6%	-$841K	1.87%	10
2022 Q1	$15.2M	Sell	327,051 -6,656	-2%	-$310K	2.15%	8
2021 Q4	$15.9M	Buy	+333,707	New	+$15.7M	2.08%	8

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

Cardiff Park Advisors's DFAT Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.9% in Q2 2026, selling an estimated $618K and leaving 307,986 shares worth $21.5M. The position accounts for 1.67% of the portfolio, ranked #12.

Cardiff Park Advisors first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Cardiff Park Advisors held 307,986 shares of Dimensional US Targeted Value ETF worth $21.5M as of Q2 2026.
Cardiff Park Advisors sold 9,248 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $618K.
Dimensional US Targeted Value ETF made up 1.67% of Cardiff Park Advisors's portfolio in Q2 2026, its #12 holding.
Cardiff Park Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.