CVA Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

CVA Family Office’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	$988K	Buy	14,136 +23	+0.2%	+$1.54K	0.09%	124
2026 Q1	$881K	Hold	14,113	–	–	0.09%	122
2025 Q4	$840K	Buy	14,113 +6,131	+77%	+$358K	0.1%	118
2025 Q3	$465K	Buy	7,982 +6,487	+434%	+$369K	0.06%	179
2025 Q2	$80.7K	Hold	1,495	–	–	0.01%	446
2025 Q1	$77K	Hold	1,495	–	–	0.01%	438
2024 Q4	$83.2K	Hold	1,495	–	–	0.01%	422
2024 Q3	$83.2K	Hold	1,495	–	–	0.01%	413
2024 Q2	$77.5K	Sell	1,495 -11,080	-88%	-$581K	0.01%	401
2024 Q1	$684K	Hold	12,575	–	–	0.12%	113
2023 Q4	$658K	Hold	12,575	–	–	0.13%	113
2023 Q3	$575K	Hold	12,575	–	–	0.13%	118
2023 Q2	$583K	Hold	12,575	–	–	0.12%	118
2023 Q1	$560K	Hold	12,575	–	–	0.13%	114
2022 Q4	$553K	Sell	12,575 -435	-3%	-$19.1K	0.13%	107
2022 Q3	$507K	Hold	13,010	–	–	0.14%	105
2022 Q2	$523K	Hold	13,010	–	–	0.14%	97
2022 Q1	$606K	Buy	+13,010	New	+$606K	0.14%	93

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

CVA Family Office's DFAT Position: Q2 2026 in Review

CVA Family Office increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.16% in Q2 2026, buying an estimated $1.54K and bringing the position to 14,136 shares worth $988K. The position accounts for 0.09% of the portfolio, ranked #124.

CVA Family Office first reported a position in DFAT in Q1 2022 and has held it in 18 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

CVA Family Office held 14,136 shares of Dimensional US Targeted Value ETF worth $988K as of Q2 2026.
CVA Family Office bought 23 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.54K.
Dimensional US Targeted Value ETF made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #124 holding.
CVA Family Office first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 18 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.