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

Focus Financial Network’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	$743K	Buy	10,623 +90	+0.9%	+$6.01K	0.02%	401
2026 Q1	$658K	Buy	10,533 +136	+1%	+$8.64K	0.02%	399
2025 Q4	$619K	Sell	10,397 -2,378	-19%	-$139K	0.02%	410
2025 Q3	$744K	Buy	12,775 +557	+5%	+$31.7K	0.03%	364
2025 Q2	$659K	Sell	12,218 -195	-2%	-$9.93K	0.03%	374
2025 Q1	$639K	Buy	12,413 +388	+3%	+$21.4K	0.03%	366
2024 Q4	$669K	Buy	12,025 +2,371	+25%	+$136K	0.03%	347
2024 Q3	$537K	Buy	9,654 +3,229	+50%	+$175K	0.02%	397
2024 Q2	$361K	Buy	6,425 +2,277	+55%	+$119K	0.02%	482
2024 Q1	$209K	Buy	+4,148	New	+$214K	0.01%	589

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

Focus Financial Network's DFAT Position: Q2 2026 in Review

Focus Financial Network increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.85% in Q2 2026, buying an estimated $6.01K and bringing the position to 10,623 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #401.

Focus Financial Network first reported a position in DFAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $744K in Q3 2025. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Focus Financial Network held 10,623 shares of Dimensional US Targeted Value ETF worth $743K as of Q2 2026.
Focus Financial Network bought 90 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $6.01K.
Dimensional US Targeted Value ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #401 holding.
Focus Financial Network first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 10 quarters since.
Focus Financial Network's Dimensional US Targeted Value ETF position peaked at $744K in Q3 2025.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.