Grey Fox Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Grey Fox Wealth Advisors’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	$207K	Buy	+2,960	New	+$198K	0.03%	174
2025 Q4	–	Sell	-2,929	Closed	-$170K	–	246
2025 Q3	$170K	Buy	+2,929	New	+$167K	0.03%	150
2023 Q2	–	Sell	-2,820	Closed	-$126K	–	202
2023 Q1	$126K	Buy	2,820 +8	+0.3%	+$371	0.07%	119
2022 Q4	$124K	Buy	+2,812	New	+$124K	0.08%	116

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Grey Fox Wealth Advisors's DFAT Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 2,960 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in DFAT as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in DFAT in Q4 2022 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Grey Fox Wealth Advisors held 2,960 shares of Dimensional US Targeted Value ETF worth $207K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Grey Fox Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 4 quarters since.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.