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Clarity Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clarity Capital 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 		$328K Hold
4,697
– – 0.14% 84
2026
Q1 		$293K Hold
4,697
– – 0.14% 84
2025
Q4 		$280K Hold
4,697
– – 0.14% 85
2025
Q3 		$273K Hold
4,697
– – 0.15% 80
2025
Q2 		$253K Hold
4,697
– – 0.15% 80
2025
Q1 		$242K Hold
4,697
– – 0.16% 77
2024
Q4 		$261K Buy
4,697
+18
+0.4% +$1.03K 0.18% 69
2024
Q3 		$260K Buy
4,679
+16
+0.3% +$865 0.19% 71
2024
Q2 		$242K Buy
4,663
+19
+0.4% +$997 0.19% 70
2024
Q1 		$253K Buy
4,644
+10
+0.2% +$515 0.2% 71
2023
Q4 		$243K Buy
+4,634
New +$217K 0.21% 69

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Clarity Capital Advisors's DFAT Position: Q2 2026 in Review

Clarity Capital Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,697 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #84.

Clarity Capital Advisors first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Clarity Capital Advisors held 4,697 shares of Dimensional US Targeted Value ETF worth $328K as of Q2 2026.
  • Clarity Capital Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.14% of Clarity Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Clarity Capital Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.