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Crescent Grove Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Crescent Grove 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 		$290K Hold
4,144
– – 0.02% 243
2026
Q1 		$259K Buy
+4,144
New +$263K 0.02% 254

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FFM
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IFA
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PFA
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FPAS
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SC
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EWA
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JTWM
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ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Crescent Grove Advisors's DFAT Position: Q2 2026 in Review

Crescent Grove Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,144 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #243.

Crescent Grove Advisors first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Crescent Grove Advisors held 4,144 shares of Dimensional US Targeted Value ETF worth $290K as of Q2 2026.
  • Crescent Grove Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #243 holding.
  • Crescent Grove Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.