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

Financial Symmetry’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 		$907K Buy
12,989
+7
+0.1% +$468 0.3% 26
2026
Q1 		$872K Buy
12,982
+1,002
+8% +$63.6K 0.31% 27
2025
Q4 		$713K Buy
11,980
+128
+1% +$7.47K 0.29% 28
2025
Q3 		$690K Buy
11,852
+866
+8% +$49.3K 0.31% 25
2025
Q2 		$593K Buy
10,986
+141
+1% +$7.18K 0.31% 26
2025
Q1 		$558K Buy
10,845
+2
+0% +$110 0.34% 23
2024
Q4 		$604K Buy
10,843
+90
+0.8% +$5.15K 0.41% 24
2024
Q3 		$598K Buy
10,753
+3,502
+48% +$189K 0.42% 22
2024
Q2 		$376K Sell
7,251
-588
-8% -$30.8K 0.29% 25
2024
Q1 		$427K Buy
7,839
+863
+12% +$44.4K 0.37% 22
2023
Q4 		$365K Buy
+6,976
New +$326K 0.36% 22

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
SC
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 Symmetry's DFAT Position: Q2 2026 in Review

Financial Symmetry increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.05% in Q2 2026, buying an estimated $468 and bringing the position to 12,989 shares worth $907K. The position accounts for 0.3% of the portfolio, ranked #26.

Financial Symmetry first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Financial Symmetry held 12,989 shares of Dimensional US Targeted Value ETF worth $907K as of Q2 2026.
  • Financial Symmetry bought 7 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $468.
  • Dimensional US Targeted Value ETF made up 0.3% of Financial Symmetry's portfolio in Q2 2026, its #26 holding.
  • Financial Symmetry first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.