Diversify Advisory Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Diversify Advisory Services’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	$671K	Buy	+9,480	New	+$633K	0.01%	779
2026 Q1	–	Sell	-4,924	Closed	-$311K	–	368
2025 Q4	$311K	Sell	4,924 -4,196	-46%	-$245K	0.01%	748
2025 Q3	$520K	Sell	9,120 -250	-3%	-$14.2K	0.02%	553
2025 Q2	$526K	Sell	9,370 -1,862	-17%	-$94.8K	0.02%	516
2025 Q1	$556K	Buy	11,232 +1	+0%	+$55	0.03%	341
2024 Q4	$614K	Sell	11,231 -4,965	-31%	-$284K	0.03%	323
2024 Q3	$895K	Sell	16,196 -3,347	-17%	-$181K	0.05%	273
2024 Q2	$997K	Sell	19,543 -3,078	-14%	-$161K	0.05%	244
2024 Q1	$1.22M	Buy	+22,621	New	+$1.16M	0.07%	209

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

Diversify Advisory Services's DFAT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 9,480 shares worth $671K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFAT as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2024. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Diversify Advisory Services held 9,480 shares of Dimensional US Targeted Value ETF worth $671K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Diversify Advisory Services position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #779 holding.
Diversify Advisory Services first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Dimensional US Targeted Value ETF position peaked at $1.22M in Q1 2024.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.