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

Financial Consulate’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	$3.08M	Buy	44,061 +2,707	+7%	+$181K	0.34%	26
2026 Q1	$2.58M	Sell	41,354 -516	-1%	-$32.8K	0.32%	29
2025 Q4	$2.49M	Buy	41,870 +2,832	+7%	+$165K	0.34%	29
2025 Q3	$2.27M	Sell	39,038 -25,279	-39%	-$1.44M	0.32%	27
2025 Q2	$3.47M	Sell	64,317 -71,518	-53%	-$3.64M	0.69%	15
2025 Q1	$6.99M	Buy	+135,835	New	+$7.47M	1.77%	12

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

Financial Consulate's DFAT Position: Q2 2026 in Review

Financial Consulate increased its Dimensional US Targeted Value ETF (DFAT) stake by 6.5% in Q2 2026, buying an estimated $181K and bringing the position to 44,061 shares worth $3.08M. The position accounts for 0.34% of the portfolio, ranked #26.

Financial Consulate first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.99M in Q1 2025. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Financial Consulate held 44,061 shares of Dimensional US Targeted Value ETF worth $3.08M as of Q2 2026.
Financial Consulate bought 2,707 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $181K.
Dimensional US Targeted Value ETF made up 0.34% of Financial Consulate's portfolio in Q2 2026, its #26 holding.
Financial Consulate first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
Financial Consulate's Dimensional US Targeted Value ETF position peaked at $6.99M in Q1 2025.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.