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DiNuzzo Private Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

DiNuzzo Private Wealth’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 		$9.2M Sell
131,670
-2,267
-2% -$151K 0.91% 21
2026
Q1 		$8.36M Sell
133,937
-1,216
-0.9% -$77.2K 0.9% 21
2025
Q4 		$8.05M Sell
135,153
-1,893
-1% -$110K 0.88% 21
2025
Q3 		$8.07M Sell
137,046
-1,304
-0.9% -$74.3K 0.91% 21
2025
Q2 		$7.47M Sell
138,350
-1,980
-1% -$101K 0.89% 21
2025
Q1 		$7.23M Sell
140,330
-2,072
-1% -$114K 0.91% 21
2024
Q4 		$7.93M Sell
142,402
-3,220
-2% -$184K 1% 21
2024
Q3 		$8.1M Sell
145,622
-1,161
-0.8% -$62.8K 1% 21
2024
Q2 		$7.61M Sell
146,783
-1,908
-1% -$100K 1.03% 21
2024
Q1 		$8.09M Sell
148,691
-1,280
-0.9% -$65.9K 1.09% 21
2023
Q4 		$7.85M Buy
+149,971
New +$7.01M 1.11% 21

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
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

DiNuzzo Private Wealth's DFAT Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.7% in Q2 2026, selling an estimated $151K and leaving 131,670 shares worth $9.2M. The position accounts for 0.91% of the portfolio, ranked #21.

DiNuzzo Private Wealth first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • DiNuzzo Private Wealth held 131,670 shares of Dimensional US Targeted Value ETF worth $9.2M as of Q2 2026.
  • DiNuzzo Private Wealth sold 2,267 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $151K.
  • Dimensional US Targeted Value ETF made up 0.91% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #21 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.