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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

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

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. 408 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.
  • 408 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.