FFG
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Fiduciary Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Fiduciary Financial Group’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 		$15.8M Buy
225,571
+14,884
+7% +$995K 1.79% 10
2026
Q1 		$13.2M Buy
210,687
+9,731
+5% +$618K 1.74% 10
2025
Q4 		$12M Buy
200,956
+4,510
+2% +$263K 1.69% 12
2025
Q3 		$11.4M Buy
196,446
+9,276
+5% +$528K 1.81% 11
2025
Q2 		$10.3M Buy
187,170
+5,889
+3% +$300K 1.87% 11
2025
Q1 		$8.4M Buy
181,281
+4,354
+2% +$240K 1.83% 10
2024
Q4 		$9.67M Buy
176,927
+778
+0.4% +$44.5K 2.1% 10
2024
Q3 		$9.63M Buy
176,149
+12,308
+8% +$665K 2.21% 9
2024
Q2 		$9.23M Buy
+163,841
New +$8.59M 2.23% 8

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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

Fiduciary Financial Group's DFAT Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 7.1% in Q2 2026, buying an estimated $995K and bringing the position to 225,571 shares worth $15.8M. The position accounts for 1.79% of the portfolio, ranked #10.

Fiduciary Financial Group first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Fiduciary Financial Group held 225,571 shares of Dimensional US Targeted Value ETF worth $15.8M as of Q2 2026.
  • Fiduciary Financial Group bought 14,884 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $995K.
  • Dimensional US Targeted Value ETF made up 1.79% of Fiduciary Financial Group's portfolio in Q2 2026, its #10 holding.
  • Fiduciary Financial Group first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 418 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.