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

Fairvoy Private 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	$201K	Buy	+2,874	New	+$192K	0.04%	200

Other funds holding DFAT

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Fairvoy Private Wealth's DFAT Position: Q2 2026 in Review

Fairvoy Private Wealth opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 2,874 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings.

212 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Fairvoy Private Wealth held 2,874 shares of Dimensional US Targeted Value ETF worth $201K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Fairvoy Private Wealth position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.04% of Fairvoy Private Wealth's portfolio in Q2 2026, its #200 holding.
212 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.