Curated Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Curated Wealth Partners’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	$464K	Buy	+20,338	New	+$1.36M	0.06%	289

Other funds holding DFAT

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Curated Wealth Partners's DFAT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 20,338 shares worth $464K. The stake represents 0.06% of the portfolio and ranks #289 among its holdings.

342 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Curated Wealth Partners held 20,338 shares of Dimensional US Targeted Value ETF worth $464K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Curated Wealth Partners position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #289 holding.
342 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.