FFO
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Fortitude Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Fortitude Family Office’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 		$5.11M Sell
73,148
-2,906
-4% -$194K 0.99% 23
2026
Q1 		$4.75M Buy
76,054
+7,186
+10% +$456K 1.06% 26
2025
Q4 		$4.1M Buy
68,868
+8,603
+14% +$502K 0.95% 27
2025
Q3 		$3.51M Buy
60,265
+12,836
+27% +$731K 0.94% 27
2025
Q2 		$2.56M Sell
47,429
-32,835
-41% -$1.67M 0.84% 29
2025
Q1 		$4.13M Buy
80,264
+14,767
+23% +$813K 1.47% 16
2024
Q4 		$3.65M Buy
65,497
+13,957
+27% +$799K 1.3% 17
2024
Q3 		$2.87M Buy
51,540
+3,512
+7% +$190K 1.13% 17
2024
Q2 		$2.49M Buy
48,028
+14,265
+42% +$748K 1.41% 14
2024
Q1 		$1.84M Buy
33,763
+12,005
+55% +$618K 1.24% 18
2023
Q4 		$1.14M Buy
+21,758
New +$1.02M 0.85% 20

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

Fortitude Family Office's DFAT Position: Q2 2026 in Review

Fortitude Family Office reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.8% in Q2 2026, selling an estimated $194K and leaving 73,148 shares worth $5.11M. The position accounts for 0.99% of the portfolio, ranked #23.

Fortitude Family Office first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Fortitude Family Office held 73,148 shares of Dimensional US Targeted Value ETF worth $5.11M as of Q2 2026.
  • Fortitude Family Office sold 2,906 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $194K.
  • Dimensional US Targeted Value ETF made up 0.99% of Fortitude Family Office's portfolio in Q2 2026, its #23 holding.
  • Fortitude Family Office first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.