Hill Investment Group Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hill Investment Group 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	$4.82M	Sell	68,978 -178	-0.3%	-$11.9K	0.49%	18
2026 Q1	$4.32M	Hold	69,156	–	–	0.48%	18
2025 Q4	$4.12M	Sell	69,156 -1,381	-2%	-$80.6K	0.49%	17
2025 Q3	$4.11M	Sell	70,537 -1,266	-2%	-$72.1K	0.5%	17
2025 Q2	$3.87M	Sell	71,803 -4,538	-6%	-$231K	0.5%	18
2025 Q1	$3.93M	Sell	76,341 -495,786	-87%	-$27.3M	0.54%	18
2024 Q4	$31.8M	Sell	572,127 -66,153	-10%	-$3.78M	4.27%	10
2024 Q3	$32.8M	Buy	638,280 +1,856	+0.3%	+$100K	4.57%	8
2024 Q2	$35.5M	Buy	636,424 +3,529	+0.6%	+$185K	4.79%	8
2024 Q1	$34.4M	Sell	632,895 -20,710	-3%	-$1.07M	4.86%	7
2023 Q4	$34.2M	Sell	653,605 -4,685	-0.7%	-$219K	5.03%	6
2023 Q3	$30.1M	Sell	658,290 -21,546	-3%	-$1.02M	5%	7
2023 Q2	$31.5M	Sell	679,836 -8,863	-1%	-$389K	5.68%	6
2023 Q1	$30.6M	Sell	688,699 -20,392	-3%	-$945K	6.03%	5
2022 Q4	$31.2M	Sell	709,091 -21,695	-3%	-$953K	7.54%	3
2022 Q3	$28.5M	Buy	730,786 +6,087	+0.8%	+$260K	8.2%	3
2022 Q2	$29.1M	Sell	724,699 -44,071	-6%	-$1.93M	8.13%	3
2022 Q1	$35.8M	Sell	768,770 -1,158	-0.2%	-$53.9K	11.73%	3
2021 Q4	$36.6M	Sell	769,928 -7,539	-1%	-$354K	21.39%	2
2021 Q3	$34.5M	Buy	777,467 +771	+0.1%	+$34.2K	22.32%	2
2021 Q2	$34.8M	Buy	+776,696	New	+$34.9M	28.79%	2

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Hill Investment Group Partners's DFAT Position: Q2 2026 in Review

Hill Investment Group Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.26% in Q2 2026, selling an estimated $11.9K and leaving 68,978 shares worth $4.82M. The position accounts for 0.49% of the portfolio, ranked #18.

Hill Investment Group Partners first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $36.6M in Q4 2021. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Hill Investment Group Partners held 68,978 shares of Dimensional US Targeted Value ETF worth $4.82M as of Q2 2026.
Hill Investment Group Partners sold 178 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $11.9K.
Dimensional US Targeted Value ETF made up 0.49% of Hill Investment Group Partners's portfolio in Q2 2026, its #18 holding.
Hill Investment Group Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
Hill Investment Group Partners's Dimensional US Targeted Value ETF position peaked at $36.6M in Q4 2021.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Hill Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.