Certified Advisory Corp’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Certified Advisory Corp’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	$5.33M	Buy	76,187 +12,402	+19%	+$829K	0.43%	67
2026 Q1	$3.98M	Buy	63,785 +6,765	+12%	+$430K	0.36%	77
2025 Q4	$3.39M	Buy	57,020 +12,113	+27%	+$707K	0.31%	83
2025 Q3	$2.61M	Buy	44,907 +1,378	+3%	+$78.5K	0.25%	97
2025 Q2	$2.35M	Sell	43,529 -2,206	-5%	-$112K	0.24%	101
2025 Q1	$2.35M	Buy	45,735 +1,151	+3%	+$63.3K	0.27%	98
2024 Q4	$2.48M	Buy	44,584 +2,350	+6%	+$134K	0.27%	98
2024 Q3	$2.35M	Sell	42,234 -29	-0.1%	-$1.57K	0.26%	98
2024 Q2	$2.19M	Buy	42,263 +21	+0%	+$1.1K	0.28%	97
2024 Q1	$2.3M	Sell	42,242 -3,190	-7%	-$164K	0.32%	89
2023 Q4	$2.38M	Sell	45,432 -1,224	-3%	-$57.2K	0.36%	83
2023 Q3	$2.13M	Sell	46,656 -16,934	-27%	-$804K	0.39%	77
2023 Q2	$2.95M	Buy	63,590 +6,773	+12%	+$297K	0.54%	59
2023 Q1	$2.53M	Buy	56,817 +7,292	+15%	+$338K	0.45%	70
2022 Q4	$2.18M	Buy	49,525 +4,145	+9%	+$182K	0.43%	71
2022 Q3	$1.77M	Buy	45,380 +5,155	+13%	+$220K	0.4%	69
2022 Q2	$1.62M	Buy	40,225 +7,085	+21%	+$311K	0.36%	76
2022 Q1	$1.54M	Buy	+33,140	New	+$1.54M	0.33%	83

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

Certified Advisory Corp's DFAT Position: Q2 2026 in Review

Certified Advisory Corp increased its Dimensional US Targeted Value ETF (DFAT) stake by 19% in Q2 2026, buying an estimated $829K and bringing the position to 76,187 shares worth $5.33M. The position accounts for 0.43% of the portfolio, ranked #67.

Certified Advisory Corp first reported a position in DFAT in Q1 2022 and has held it in 18 quarters since. 315 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Certified Advisory Corp held 76,187 shares of Dimensional US Targeted Value ETF worth $5.33M as of Q2 2026.
Certified Advisory Corp bought 12,402 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $829K.
Dimensional US Targeted Value ETF made up 0.43% of Certified Advisory Corp's portfolio in Q2 2026, its #67 holding.
Certified Advisory Corp first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 18 quarters since.
315 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.