Center for Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Center for Financial Planning’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	$90.9K	Hold	1,300	–	–	0.01%	253
2026 Q1	$81.2K	Hold	1,300	–	–	0.01%	256
2025 Q4	$77.4K	Hold	1,300	–	–	0.01%	258
2025 Q3	$75.7K	Hold	1,300	–	–	0.01%	263
2025 Q2	$70.1K	Hold	1,300	–	–	0.01%	258
2025 Q1	$66.9K	Sell	1,300 -1,367	-51%	-$75.2K	0.01%	253
2024 Q4	$148K	Buy	2,667 +567	+27%	+$32.4K	0.02%	172
2024 Q3	$117K	Hold	2,100	–	–	0.02%	177
2024 Q2	$109K	Hold	2,100	–	–	0.02%	176
2024 Q1	$114K	Hold	2,100	–	–	0.02%	173
2023 Q4	$110K	Hold	2,100	–	–	0.02%	168
2023 Q3	$95.9K	Sell	2,100 -419	-17%	-$19.9K	0.02%	174
2023 Q2	$117K	Hold	2,519	–	–	0.02%	159
2023 Q1	$112K	Hold	2,519	–	–	0.03%	155
2022 Q4	$111K	Hold	2,519	–	–	0.03%	153
2022 Q3	$98K	Hold	2,519	–	–	0.03%	157
2022 Q2	$101K	Hold	2,519	–	–	0.03%	162
2022 Q1	$117K	Hold	2,519	–	–	0.02%	163
2021 Q4	$120K	Hold	2,519	–	–	0.02%	158
2021 Q3	$112K	Hold	2,519	–	–	0.03%	153
2021 Q2	$113K	Buy	+2,519	New	+$113K	0.03%	157

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Center for Financial Planning's DFAT Position: Q2 2026 in Review

Center for Financial Planning held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 1,300 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #253.

Center for Financial Planning first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $148K in Q4 2024. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Center for Financial Planning held 1,300 shares of Dimensional US Targeted Value ETF worth $90.9K as of Q2 2026.
Center for Financial Planning left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #253 holding.
Center for Financial Planning first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
Center for Financial Planning's Dimensional US Targeted Value ETF position peaked at $148K in Q4 2024.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.