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Creative Capital Management Investments’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Creative Capital Management Investments’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 		$24.9K Hold
356
– – 0.01% 221
2026
Q1 		$22.2K Hold
356
– – 0.01% 170
2025
Q4 		$21.2K Hold
356
– – 0.01% 171
2025
Q3 		$20.7K Buy
+356
New +$20.3K 0.01% 172

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
EF
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

Creative Capital Management Investments's DFAT Position: Q2 2026 in Review

Creative Capital Management Investments held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 356 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #221.

Creative Capital Management Investments first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Creative Capital Management Investments held 356 shares of Dimensional US Targeted Value ETF worth $24.9K as of Q2 2026.
  • Creative Capital Management Investments left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #221 holding.
  • Creative Capital Management Investments first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.