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GoalVest Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

GoalVest Advisory’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 		$273K Hold
3,900
– – 0.05% 109
2026
Q1 		$244K Sell
3,900
-150
-4% -$9.53K 0.05% 134
2025
Q4 		$241K Buy
+4,050
New +$236K 0.05% 137

Other funds holding DFAT

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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GoalVest Advisory's DFAT Position: Q2 2026 in Review

GoalVest Advisory held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 3,900 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #109.

GoalVest Advisory first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • GoalVest Advisory held 3,900 shares of Dimensional US Targeted Value ETF worth $273K as of Q2 2026.
  • GoalVest Advisory left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2026, its #109 holding.
  • GoalVest Advisory first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.