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

Evoke Wealth’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 		– Sell
-12,041
Closed -$752K – 152
2026
Q1 		$752K Hold
12,041
– – 0.01% 321
2025
Q4 		$717K Hold
12,041
– – 0.01% 323
2025
Q3 		$701K Hold
12,041
– – 0.01% 297
2025
Q2 		$650K Hold
12,041
– – 0.01% 288
2025
Q1 		$620K Sell
12,041
-3,503
-23% -$193K 0.02% 243
2024
Q4 		$865K Buy
15,544
+3,503
+29% +$200K 0.02% 198
2024
Q3 		$670K Buy
12,041
+4,130
+52% +$223K 0.02% 218
2024
Q2 		$410K Sell
7,911
-4,130
-34% -$217K 0.48% 45
2024
Q1 		$655K Buy
12,041
+4,130
+52% +$213K 0.02% 214
2023
Q4 		$414K Buy
+7,911
New +$370K 0.67% 37
2022
Q4 		– Sell
-4,130
Closed -$161K – 564
2022
Q3 		$161K Hold
4,130
– – 0.01% 358
2022
Q2 		$166K Hold
4,130
– – 0.01% 338
2022
Q1 		$192K Hold
4,130
– – 0.01% 363
2021
Q4 		$196K Hold
4,130
– – 0.01% 365
2021
Q3 		$183K Hold
4,130
– – 0.01% 351
2021
Q2 		$185K Buy
+4,130
New +$186K 0.01% 361

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
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

Evoke Wealth's DFAT Position: Q2 2026 in Review

Evoke Wealth sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 12,041 shares — an estimated $752K sold.

Evoke Wealth first reported a position in DFAT in Q2 2021 and held it in 16 quarters. The position peaked at $865K in Q4 2024. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Evoke Wealth reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 12,041 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $752K.
  • Evoke Wealth first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and held it in 16 quarters.
  • Evoke Wealth's Dimensional US Targeted Value ETF position peaked at $865K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.