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Gryphon Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Gryphon Financial Partners’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 		$328K Hold
4,686
– – 0.03% 291
2026
Q1 		$293K Hold
4,686
– – 0.03% 290
2025
Q4 		$279K Hold
4,686
– – 0.03% 286
2025
Q3 		$273K Hold
4,686
– – 0.03% 274
2025
Q2 		$253K Hold
4,686
– – 0.03% 268
2025
Q1 		$241K Hold
4,686
– – 0.03% 252
2024
Q4 		$261K Sell
4,686
-1,319
-22% -$75.5K 0.04% 225
2024
Q3 		$334K Hold
6,005
– – 0.05% 214
2024
Q2 		$311K Buy
6,005
+1,319
+28% +$69.2K 0.05% 215
2024
Q1 		$255K Hold
4,686
– – 0.04% 226
2023
Q4 		$245K Hold
4,686
– – 0.04% 206
2023
Q3 		$214K Hold
4,686
– – 0.05% 170
2023
Q2 		$217K Hold
4,686
– – 0.05% 183
2023
Q1 		$209K Hold
4,686
– – 0.05% 187
2022
Q4 		$206K Sell
4,686
-190
-4% -$8.35K 0.05% 190
2022
Q3 		$190K Hold
4,876
– – 0.05% 185
2022
Q2 		$196K Hold
4,876
– – 0.05% 179
2022
Q1 		$227K Buy
+4,876
New +$227K 0.05% 179

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

Gryphon Financial Partners's DFAT Position: Q2 2026 in Review

Gryphon Financial Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,686 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #291.

Gryphon Financial Partners first reported a position in DFAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $334K in Q3 2024. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Gryphon Financial Partners held 4,686 shares of Dimensional US Targeted Value ETF worth $328K as of Q2 2026.
  • Gryphon Financial Partners left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Gryphon Financial Partners's portfolio in Q2 2026, its #291 holding.
  • Gryphon Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Gryphon Financial Partners's Dimensional US Targeted Value ETF position peaked at $334K in Q3 2024.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.