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

Evermay 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 		$27.8K Buy
398
+224
+129% +$15K ﹤0.01% 415
2026
Q1 		$10.9K Buy
174
+4
+2% +$254 ﹤0.01% 457
2025
Q4 		$10.1K Hold
170
– – ﹤0.01% 444
2025
Q3 		$9.9K Hold
170
– – ﹤0.01% 446
2025
Q2 		$9.17K Hold
170
– – ﹤0.01% 452
2025
Q1 		$8.75K Hold
170
– – ﹤0.01% 454
2024
Q4 		$9.46K Hold
170
– – ﹤0.01% 453
2024
Q3 		$9.46K Hold
170
– – ﹤0.01% 465
2024
Q2 		$8.82K Hold
170
– – ﹤0.01% 466
2024
Q1 		$9.25K Hold
170
– – ﹤0.01% 477
2023
Q4 		$8.9K Hold
170
– – ﹤0.01% 461
2023
Q3 		$7.77K Hold
170
– – ﹤0.01% 451
2023
Q2 		$7.89K Hold
170
– – ﹤0.01% 441
2023
Q1 		$7.57K Hold
170
– – ﹤0.01% 436
2022
Q4 		$7.47K Hold
170
– – ﹤0.01% 439
2022
Q3 		$7K Hold
170
– – ﹤0.01% 428
2022
Q2 		$7K Hold
170
– – ﹤0.01% 425
2022
Q1 		$8K Hold
170
– – ﹤0.01% 432
2021
Q4 		$8K Hold
170
– – ﹤0.01% 416
2021
Q3 		$8K Sell
170
-40
-19% -$1.77K ﹤0.01% 395
2021
Q2 		$9K Buy
+210
New +$9.43K ﹤0.01% 410

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Evermay Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 129% in Q2 2026, buying an estimated $15K and bringing the position to 398 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Evermay Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 351 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Evermay Wealth Management held 398 shares of Dimensional US Targeted Value ETF worth $27.8K as of Q2 2026.
  • Evermay Wealth Management bought 224 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $15K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Evermay Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 351 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.