Evolution Advisers’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Evolution Advisers’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	$20K	Buy	+288	New	+$19.2K	0.01%	135
2023 Q4	–	Sell	-15	Closed	–	–	216
2023 Q3	$0	Buy	15 +5	+50%	+$237	﹤0.01%	140
2023 Q2	$0	Hold	10	–	–	﹤0.01%	152
2023 Q1	$0	Sell	10 -1,012	-99%	-$46.9K	﹤0.01%	142
2022 Q4	$44K	Buy	1,022 +1,012	+10,120%	+$44.5K	0.03%	66
2022 Q3	$0	Hold	10	–	–	﹤0.01%	138
2022 Q2	$0	Hold	10	–	–	﹤0.01%	137
2022 Q1	$0	Buy	+10	New	+$466	﹤0.01%	141

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

Evolution Advisers's DFAT Position: Q2 2026 in Review

Evolution Advisers opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 288 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Evolution Advisers previously reported a position in DFAT as recently as Q3 2023.

Evolution Advisers first reported a position in DFAT in Q1 2022 and has held it in 8 quarters since. The position peaked at $44K in Q4 2022. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Evolution Advisers held 288 shares of Dimensional US Targeted Value ETF worth $20K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Evolution Advisers position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of Evolution Advisers's portfolio in Q2 2026, its #135 holding.
Evolution Advisers first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 8 quarters since.
Evolution Advisers's Dimensional US Targeted Value ETF position peaked at $44K in Q4 2022.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.