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Harel Insurance Investments & Financial Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Harel Insurance Investments & Financial Services’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 		$266K Hold
3,800
– – ﹤0.01% 316
2026
Q1 		$237K Hold
3,800
– – ﹤0.01% 286
2025
Q4 		$226K Hold
3,800
– – ﹤0.01% 272
2025
Q3 		$221K Hold
3,800
– – ﹤0.01% 281
2025
Q2 		$205K Buy
3,800
+2,140
+129% +$109K ﹤0.01% 274
2025
Q1 		$85K Hold
1,660
– – ﹤0.01% 330
2024
Q4 		$92K Buy
1,660
+810
+95% +$46.3K ﹤0.01% 262
2024
Q3 		$47K Buy
+850
New +$46K ﹤0.01% 354

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Harel Insurance Investments & Financial Services's DFAT Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 3,800 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Harel Insurance Investments & Financial Services first reported a position in DFAT in Q3 2024 and has held it in 8 quarters since. 485 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 3,800 shares of Dimensional US Targeted Value ETF worth $266K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #316 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 485 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.