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

Continuum Advisory’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 		$7.13K Buy
+102
New +$6.82K ﹤0.01% 1366
2025
Q2 		– Sell
-102
Closed -$5.25K – 680
2025
Q1 		$5.25K Hold
102
– – ﹤0.01% 1103
2024
Q4 		$5.68K Hold
102
– – ﹤0.01% 1102
2024
Q3 		$5.98K Hold
102
– – ﹤0.01% 1111
2024
Q2 		$5.29K Hold
102
– – ﹤0.01% 1070
2024
Q1 		$5.48K Buy
+102
New +$5.25K ﹤0.01% 1050

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

Continuum Advisory's DFAT Position: Q2 2026 in Review

Continuum Advisory opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 102 shares worth $7.13K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DFAT as recently as Q1 2025.

Continuum Advisory first reported a position in DFAT in Q1 2024 and has held it in 6 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Continuum Advisory held 102 shares of Dimensional US Targeted Value ETF worth $7.13K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Continuum Advisory position in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1366 holding.
  • Continuum Advisory first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.