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

Graver Capital Management’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 		$16.5M Sell
235,845
-10,621
-4% -$710K 11.74% 3
2026
Q1 		$15.4M Buy
246,466
+12,322
+5% +$783K 11.69% 3
2025
Q4 		$13.9M Buy
234,144
+13,682
+6% +$798K 11.02% 3
2025
Q3 		$12.8M Sell
220,462
-3,211
-1% -$183K 10.82% 3
2025
Q2 		$12.1M Buy
223,673
+21,016
+10% +$1.07M 10.67% 4
2025
Q1 		$10.4M Buy
202,657
+14,516
+8% +$799K 10.64% 3
2024
Q4 		$10.5M Buy
+188,141
New +$10.8M 10.94% 3

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Graver Capital Management's DFAT Position: Q2 2026 in Review

Graver Capital Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4.3% in Q2 2026, selling an estimated $710K and leaving 235,845 shares worth $16.5M. The position accounts for 11.74% of the portfolio, ranked #3.

Graver Capital Management first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Graver Capital Management held 235,845 shares of Dimensional US Targeted Value ETF worth $16.5M as of Q2 2026.
  • Graver Capital Management sold 10,621 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $710K.
  • Dimensional US Targeted Value ETF made up 11.74% of Graver Capital Management's portfolio in Q2 2026, its #3 holding.
  • Graver Capital Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.