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Corundum Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Corundum Group’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 		$343K Sell
4,908
-1,173
-19% -$78.4K 0.1% 86
2026
Q1 		$380K Buy
+6,081
New +$386K 0.13% 79
2021
Q3 		– Sell
-5,728
Closed -$257K – 92
2021
Q2 		$257K Buy
+5,728
New +$257K 0.17% 88

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

Corundum Group's DFAT Position: Q2 2026 in Review

Corundum Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 19% in Q2 2026, selling an estimated $78.4K and leaving 4,908 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #86.

Corundum Group first reported a position in DFAT in Q2 2021 and has held it in 3 quarters since. The position peaked at $380K in Q1 2026. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Corundum Group held 4,908 shares of Dimensional US Targeted Value ETF worth $343K as of Q2 2026.
  • Corundum Group sold 1,173 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $78.4K.
  • Dimensional US Targeted Value ETF made up 0.1% of Corundum Group's portfolio in Q2 2026, its #86 holding.
  • Corundum Group first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 3 quarters since.
  • Corundum Group's Dimensional US Targeted Value ETF position peaked at $380K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Corundum Group's 13F filing for Q2 2026, filed 7 Aug 2026.