EverSource Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

EverSource Wealth Advisors’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	$3.94M	Sell	56,377 -995	-2%	-$66.5K	0.13%	140
2026 Q1	$3.58M	Buy	57,372 +552	+1%	+$35.1K	0.11%	148
2025 Q4	$3.38M	Sell	56,820 -11,979	-17%	-$699K	0.12%	135
2025 Q3	$4M	Sell	68,799 -44	-0.1%	-$2.51K	0.16%	119
2025 Q2	$3.71M	Buy	68,843 +13,822	+25%	+$704K	0.17%	115
2025 Q1	$2.83M	Sell	55,021 -107	-0.2%	-$5.89K	0.16%	122
2024 Q4	$3.07M	Sell	55,128 -608	-1%	-$34.8K	0.17%	115
2024 Q3	$3.1M	Buy	55,736 +702	+1%	+$38K	0.2%	105
2024 Q2	$3.14M	Buy	55,034 +42	+0.1%	+$2.2K	0.21%	100
2024 Q1	$2.81M	Buy	54,992 +100	+0.2%	+$5.15K	0.22%	97
2023 Q4	$2.87M	Buy	54,892 +266	+0.5%	+$12.4K	0.26%	88
2023 Q3	$2.5M	Sell	54,626 -1,585	-3%	-$75.3K	0.26%	85
2023 Q2	$2.61M	Sell	56,211 -582	-1%	-$25.5K	0.29%	85
2023 Q1	$2.53M	Sell	56,793 -274	-0.5%	-$12.7K	0.32%	84
2022 Q4	$2.51M	Hold	57,067	–	–	0.38%	66
2022 Q3	$2.23M	Buy	57,067 +15,300	+37%	+$653K	0.51%	40
2022 Q2	$1.68M	Sell	41,767 -1,649	-4%	-$72.3K	0.43%	48
2022 Q1	$2.02M	Sell	43,416 -4,354	-9%	-$203K	0.51%	37
2021 Q4	$2.27M	Buy	+47,770	New	+$2.24M	0.64%	32

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

EverSource Wealth Advisors's DFAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.7% in Q2 2026, selling an estimated $66.5K and leaving 56,377 shares worth $3.94M. The position accounts for 0.13% of the portfolio, ranked #140.

EverSource Wealth Advisors first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4M in Q3 2025. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

EverSource Wealth Advisors held 56,377 shares of Dimensional US Targeted Value ETF worth $3.94M as of Q2 2026.
EverSource Wealth Advisors sold 995 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $66.5K.
Dimensional US Targeted Value ETF made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #140 holding.
EverSource Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $4M in Q3 2025.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.