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

Exeter Financial’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 		$612K Buy
8,752
+29
+0.3% +$1.94K 0.23% 74
2026
Q1 		$545K Buy
8,723
+29
+0.3% +$1.84K 0.22% 73
2025
Q4 		$518K Buy
8,694
+34
+0.4% +$1.98K 0.22% 70
2025
Q3 		$504K Buy
8,660
+41
+0.5% +$2.33K 0.22% 77
2025
Q2 		$465K Buy
8,619
+40
+0.5% +$2.04K 0.21% 78
2025
Q1 		$442K Buy
8,579
+26
+0.3% +$1.43K 0.2% 76
2024
Q4 		$476K Buy
8,553
+32
+0.4% +$1.83K 0.22% 74
2024
Q3 		$474K Buy
8,521
+31
+0.4% +$1.68K 0.21% 73
2024
Q2 		$440K Buy
8,490
+34
+0.4% +$1.78K 0.21% 75
2024
Q1 		$448K Buy
8,456
+17
+0.2% +$875 0.21% 74
2023
Q4 		$428K Buy
8,439
+32
+0.4% +$1.5K 0.21% 73
2023
Q3 		$384K Buy
8,407
+33
+0.4% +$1.57K 0.2% 74
2023
Q2 		$395K Buy
8,374
+36
+0.4% +$1.58K 0.2% 73
2023
Q1 		$364K Buy
8,338
+24
+0.3% +$1.11K 0.18% 72
2022
Q4 		$365K Buy
8,314
+33
+0.4% +$1.45K 0.19% 73
2022
Q3 		$323K Buy
8,281
+32
+0.4% +$1.36K 0.19% 71
2022
Q2 		$332K Buy
8,249
+34
+0.4% +$1.49K 0.19% 74
2022
Q1 		$383K Buy
8,215
+15
+0.2% +$698 0.21% 71
2021
Q4 		$392K Buy
8,200
+55
+0.7% +$2.58K 0.21% 68
2021
Q3 		$362K Buy
+8,145
New +$361K 0.22% 69

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

Exeter Financial's DFAT Position: Q2 2026 in Review

Exeter Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.33% in Q2 2026, buying an estimated $1.94K and bringing the position to 8,752 shares worth $612K. The position accounts for 0.23% of the portfolio, ranked #74.

Exeter Financial first reported a position in DFAT in Q3 2021 and has held it in 20 quarters since. 358 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Exeter Financial held 8,752 shares of Dimensional US Targeted Value ETF worth $612K as of Q2 2026.
  • Exeter Financial bought 29 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.94K.
  • Dimensional US Targeted Value ETF made up 0.23% of Exeter Financial's portfolio in Q2 2026, its #74 holding.
  • Exeter Financial first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 358 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.