Disciplined Investors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Disciplined Investors’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	$339K	Buy	4,852 +8	+0.2%	+$535	0.17%	109
2026 Q1	$302K	Buy	4,844 +8	+0.2%	+$508	0.18%	104
2025 Q4	$288K	Buy	4,836 +10	+0.2%	+$584	0.19%	95
2025 Q3	$281K	Sell	4,826 -348	-7%	-$19.8K	0.2%	95
2025 Q2	$279K	Buy	5,174 +11	+0.2%	+$560	0.22%	94
2025 Q1	$266K	Buy	5,163 +7	+0.1%	+$385	0.24%	94
2024 Q4	$285K	Buy	+5,156	New	+$295K	0.27%	82

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

Disciplined Investors's DFAT Position: Q2 2026 in Review

Disciplined Investors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.17% in Q2 2026, buying an estimated $535 and bringing the position to 4,852 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #109.

Disciplined Investors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Disciplined Investors held 4,852 shares of Dimensional US Targeted Value ETF worth $339K as of Q2 2026.
Disciplined Investors bought 8 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $535.
Dimensional US Targeted Value ETF made up 0.17% of Disciplined Investors's portfolio in Q2 2026, its #109 holding.
Disciplined Investors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.