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

E-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 		$202K Buy
+2,890
New +$193K 0.15% 59
2026
Q1 		– Sell
-9,749
Closed -$580K – 57
2025
Q4 		$580K Buy
+9,749
New +$569K 0.49% 30

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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
SC
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

E-Wealth Partners's DFAT Position: Q2 2026 in Review

E-Wealth Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 2,890 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #59 among its holdings. This is a return to the name: E-Wealth Partners previously reported a position in DFAT as recently as Q4 2025.

E-Wealth Partners first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $580K in Q4 2025. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • E-Wealth Partners held 2,890 shares of Dimensional US Targeted Value ETF worth $202K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new E-Wealth Partners position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.15% of E-Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • E-Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • E-Wealth Partners's Dimensional US Targeted Value ETF position peaked at $580K in Q4 2025.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.