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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

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

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. 858 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.
  • 858 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.