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Gibson Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Gibson Capital’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 		$6.22M Sell
88,993
-1,029
-1% -$68.8K 1.02% 9
2026
Q1 		$5.62M Sell
90,022
-329
-0.4% -$20.9K 1.05% 10
2025
Q4 		$5.38M Buy
90,351
+150
+0.2% +$8.75K 0.99% 10
2025
Q3 		$5.25M Sell
90,201
-7,322
-8% -$417K 0.97% 10
2025
Q2 		$5.26M Buy
97,523
+400
+0.4% +$20.4K 1.04% 9
2025
Q1 		$5M Sell
97,123
-311
-0.3% -$17.1K 1.05% 10
2024
Q4 		$5.42M Sell
97,434
-2,500
-3% -$143K 1.11% 9
2024
Q3 		$5.56M Sell
99,934
-437
-0.4% -$23.6K 1.13% 8
2024
Q2 		$5.21M Sell
100,371
-1,148
-1% -$60.2K 1.15% 8
2024
Q1 		$5.53M Sell
101,519
-369
-0.4% -$19K 1.21% 7
2023
Q4 		$5.33M Sell
101,888
-45
-0% -$2.1K 1.25% 7
2023
Q3 		$4.66M Hold
101,933
– – 1.26% 8
2023
Q2 		$4.73M Sell
101,933
-75
-0.1% -$3.29K 1.23% 8
2023
Q1 		$4.54M Sell
102,008
-2,091
-2% -$97K 1.19% 7
2022
Q4 		$4.58M Sell
104,099
-61
-0.1% -$2.68K 1.36% 6
2022
Q3 		$4.06M Sell
104,160
-100
-0.1% -$4.27K 1.29% 7
2022
Q2 		$4.18M Sell
104,260
-1,265
-1% -$55.5K 1.24% 7
2022
Q1 		$4.9M Sell
105,525
-1,742
-2% -$81.1K 1.23% 7
2021
Q4 		$5.08M Sell
107,267
-65
-0.1% -$3.05K 1.18% 8
2021
Q3 		$4.75M Sell
107,332
-269
-0.2% -$11.9K 1.24% 7
2021
Q2 		$4.81M Buy
+107,601
New +$4.83M 1.25% 7

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

Gibson Capital's DFAT Position: Q2 2026 in Review

Gibson Capital reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q2 2026, selling an estimated $68.8K and leaving 88,993 shares worth $6.22M. The position accounts for 1.02% of the portfolio, ranked #9.

Gibson Capital first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Gibson Capital held 88,993 shares of Dimensional US Targeted Value ETF worth $6.22M as of Q2 2026.
  • Gibson Capital sold 1,029 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $68.8K.
  • Dimensional US Targeted Value ETF made up 1.02% of Gibson Capital's portfolio in Q2 2026, its #9 holding.
  • Gibson Capital first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.