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

Centaurus Financial’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 		$1.24M Buy
17,713
+1,531
+9% +$102K 0.05% 352
2026
Q1 		$1.01M Buy
16,182
+1,780
+12% +$113K 0.05% 339
2025
Q4 		$857K Buy
14,402
+858
+6% +$50.1K 0.04% 385
2025
Q3 		$788K Buy
13,544
+676
+5% +$38.5K 0.04% 393
2025
Q2 		$694K Buy
12,868
+844
+7% +$43K 0.04% 375
2025
Q1 		$619K Buy
12,024
+1,116
+10% +$61.4K 0.04% 396
2024
Q4 		$607K Buy
10,908
+456
+4% +$26.1K 0.04% 385
2024
Q3 		$581K Buy
10,452
+764
+8% +$41.3K 0.04% 377
2024
Q2 		$503K Buy
9,688
+344
+4% +$18K 0.03% 387
2024
Q1 		$509K Buy
+9,344
New +$481K 0.04% 379

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

Centaurus Financial's DFAT Position: Q2 2026 in Review

Centaurus Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 9.5% in Q2 2026, buying an estimated $102K and bringing the position to 17,713 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #352.

Centaurus Financial first reported a position in DFAT in Q1 2024 and has held it in 10 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Centaurus Financial held 17,713 shares of Dimensional US Targeted Value ETF worth $1.24M as of Q2 2026.
  • Centaurus Financial bought 1,531 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $102K.
  • Dimensional US Targeted Value ETF made up 0.05% of Centaurus Financial's portfolio in Q2 2026, its #352 holding.
  • Centaurus Financial first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.