EWM
DFAT icon

Empirical Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Empirical Wealth Management’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 		$64.5M Buy
922,732
+8,659
+0.9% +$579K 0.94% 22
2026
Q1 		$57.1M Sell
914,073
-4,312
-0.5% -$274K 0.99% 22
2025
Q4 		$54.7M Buy
918,385
+12,130
+1% +$708K 0.97% 22
2025
Q3 		$52.8M Sell
906,255
-16,224
-2% -$924K 1.06% 22
2025
Q2 		$49.8M Buy
922,479
+34,109
+4% +$1.74M 1.12% 20
2025
Q1 		$45.7M Buy
888,370
+30,007
+3% +$1.65M 1.18% 19
2024
Q4 		$47.8M Buy
858,363
+12,079
+1% +$691K 1.3% 19
2024
Q3 		$47.1M Buy
846,284
+6,429
+0.8% +$348K 1.32% 18
2024
Q2 		$43.6M Sell
839,855
-16,211
-2% -$850K 1.29% 20
2024
Q1 		$46.6M Buy
856,066
+7,412
+0.9% +$382K 1.41% 20
2023
Q4 		$44.4M Buy
848,654
+14,586
+2% +$682K 1.48% 20
2023
Q3 		$38.1M Buy
834,068
+6,399
+0.8% +$304K 1.49% 18
2023
Q2 		$38.4M Buy
827,669
+21,105
+3% +$926K 1.54% 18
2023
Q1 		$35.9M Buy
806,564
+53,285
+7% +$2.47M 1.56% 18
2022
Q4 		$33.1M Sell
753,279
-19,157
-2% -$841K 1.56% 18
2022
Q3 		$30.1M Buy
772,436
+58,866
+8% +$2.51M 1.58% 18
2022
Q2 		$28.7M Buy
713,570
+68,968
+11% +$3.02M 1.51% 19
2022
Q1 		$30M Buy
644,602
+22,690
+4% +$1.06M 1.5% 18
2021
Q4 		$29.6M Buy
621,912
+18,467
+3% +$867K 1.48% 18
2021
Q3 		$26.8M Buy
603,445
+26,291
+5% +$1.17M 1.53% 17
2021
Q2 		$25.9M Buy
+577,154
New +$25.9M 1.57% 16

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
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

Empirical Wealth Management's DFAT Position: Q2 2026 in Review

Empirical Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.95% in Q2 2026, buying an estimated $579K and bringing the position to 922,732 shares worth $64.5M. The position accounts for 0.94% of the portfolio, ranked #22.

Empirical Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 378 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Empirical Wealth Management held 922,732 shares of Dimensional US Targeted Value ETF worth $64.5M as of Q2 2026.
  • Empirical Wealth Management bought 8,659 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $579K.
  • Dimensional US Targeted Value ETF made up 0.94% of Empirical Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Empirical Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 378 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.