FFA
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Farther Finance Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Farther Finance 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 		$22.7M Buy
325,065
+56,418
+21% +$3.77M 0.18% 103
2026
Q1 		$16.8M Buy
268,647
+41,953
+19% +$2.66M 0.16% 116
2025
Q4 		$13.5M Buy
226,694
+80,754
+55% +$4.71M 0.14% 125
2025
Q3 		$8.5M Buy
145,940
+46,438
+47% +$2.65M 0.13% 135
2025
Q2 		$5.37M Sell
99,502
-23,387
-19% -$1.19M 0.11% 178
2025
Q1 		$6.35M Buy
122,889
+46,791
+61% +$2.57M 0.16% 124
2024
Q4 		$4.24M Buy
76,098
+3,927
+5% +$225K 0.15% 121
2024
Q3 		$4.01M Buy
72,171
+11,595
+19% +$627K 0.15% 121
2024
Q2 		$3.11M Buy
60,576
+8,372
+16% +$439K 0.15% 113
2024
Q1 		$2.82M Buy
52,204
+1,203
+2% +$61.9K 0.17% 107
2023
Q4 		$2.67M Buy
51,001
+46,365
+1,000% +$2.17M 0.19% 100
2023
Q3 		$212K Buy
4,636
+319
+7% +$15.1K 0.03% 370
2023
Q2 		$200K Sell
4,317
-100
-2% -$4.39K 0.04% 312
2023
Q1 		$197K Buy
4,417
+1,442
+48% +$66.9K 0.06% 263
2022
Q4 		$131K Buy
+2,975
New +$131K 0.05% 280

Other funds holding DFAT

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Farther Finance Advisors's DFAT Position: Q2 2026 in Review

Farther Finance Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 21% in Q2 2026, buying an estimated $3.77M and bringing the position to 325,065 shares worth $22.7M. The position accounts for 0.18% of the portfolio, ranked #103.

Farther Finance Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Farther Finance Advisors held 325,065 shares of Dimensional US Targeted Value ETF worth $22.7M as of Q2 2026.
  • Farther Finance Advisors bought 56,418 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $3.77M.
  • Dimensional US Targeted Value ETF made up 0.18% of Farther Finance Advisors's portfolio in Q2 2026, its #103 holding.
  • Farther Finance Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.