EnRich Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

EnRich Financial 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	$35.3M	Sell	504,548 -17,069	-3%	-$1.14M	8.38%	3
2026 Q1	$32.6M	Sell	521,617 -6,364	-1%	-$404K	8.64%	3
2025 Q4	$31.4M	Sell	527,981 -719	-0.1%	-$42K	8.57%	4
2025 Q3	$30.8M	Buy	528,700 +1,950	+0.4%	+$111K	8.76%	4
2025 Q2	$28.4M	Buy	526,750 +11,573	+2%	+$589K	8.73%	4
2025 Q1	$26.5M	Buy	515,177 +2,577	+0.5%	+$142K	8.91%	3
2024 Q4	$28.5M	Sell	512,600 -4,245	-0.8%	-$243K	9.5%	3
2024 Q3	$28.8M	Buy	516,845 +6,043	+1%	+$327K	9.6%	3
2024 Q2	$26.5M	Buy	510,802 +4,498	+0.9%	+$236K	9.72%	3
2024 Q1	$27.6M	Buy	506,304 +18,517	+4%	+$953K	10.32%	2
2023 Q4	$25.5M	Buy	+487,787	New	+$22.8M	10.65%	1

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

EnRich Financial Partners's DFAT Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.3% in Q2 2026, selling an estimated $1.14M and leaving 504,548 shares worth $35.3M. The position accounts for 8.38% of the portfolio, ranked #3.

EnRich Financial Partners first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

EnRich Financial Partners held 504,548 shares of Dimensional US Targeted Value ETF worth $35.3M as of Q2 2026.
EnRich Financial Partners sold 17,069 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.14M.
Dimensional US Targeted Value ETF made up 8.38% of EnRich Financial Partners's portfolio in Q2 2026, its #3 holding.
EnRich Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
853 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.