Cascade Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cascade Financial Partners’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	$2.23M	Sell	31,915 -676	-2%	-$45.2K	0.19%	80
2026 Q1	$2.04M	Sell	32,591 -45	-0.1%	-$2.86K	0.21%	80
2025 Q4	$1.94M	Hold	32,636	–	–	0.2%	82
2025 Q3	$1.9M	Sell	32,636 -2,523	-7%	-$144K	0.22%	83
2025 Q2	$1.9M	Sell	35,159 -3,397	-9%	-$173K	0.23%	84
2025 Q1	$1.99M	Hold	38,556	–	–	0.25%	72
2024 Q4	$2.15M	Buy	38,556 +1,210	+3%	+$69.2K	0.28%	64
2024 Q3	$2.06M	Hold	37,346	–	–	0.26%	63
2024 Q2	$1.94M	Hold	37,346	–	–	0.25%	64
2024 Q1	$1.92M	Buy	+37,346	New	+$1.92M	0.28%	61

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

Cascade Financial Partners's DFAT Position: Q2 2026 in Review

Cascade Financial Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.1% in Q2 2026, selling an estimated $45.2K and leaving 31,915 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #80.

Cascade Financial Partners first reported a position in DFAT in Q1 2024 and has held it in 10 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Cascade Financial Partners held 31,915 shares of Dimensional US Targeted Value ETF worth $2.23M as of Q2 2026.
Cascade Financial Partners sold 676 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $45.2K.
Dimensional US Targeted Value ETF made up 0.19% of Cascade Financial Partners's portfolio in Q2 2026, its #80 holding.
Cascade Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 10 quarters since.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.