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

HMV 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	$15.5M	Buy	221,622 +55	+0%	+$3.67K	6.03%	4
2026 Q1	$13.8M	Sell	221,567 -3,475	-2%	-$221K	6.5%	4
2025 Q4	$13.4M	Sell	225,042 -365	-0.2%	-$21.3K	6.7%	3
2025 Q3	$13.1M	Sell	225,407 -5,290	-2%	-$301K	7.22%	2
2025 Q2	$12.4M	Buy	230,697 +65,500	+40%	+$3.34M	8.16%	2
2025 Q1	$8.51M	Buy	165,197 +65,820	+66%	+$3.62M	6.75%	1
2024 Q4	$5.53M	Buy	+99,377	New	+$5.69M	5.54%	2

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

HMV Wealth Advisors's DFAT Position: Q2 2026 in Review

HMV Wealth Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.02% in Q2 2026, buying an estimated $3.67K and bringing the position to 221,622 shares worth $15.5M. The position accounts for 6.03% of the portfolio, ranked #4.

HMV Wealth Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

HMV Wealth Advisors held 221,622 shares of Dimensional US Targeted Value ETF worth $15.5M as of Q2 2026.
HMV Wealth Advisors bought 55 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $3.67K.
Dimensional US Targeted Value ETF made up 6.03% of HMV Wealth Advisors's portfolio in Q2 2026, its #4 holding.
HMV Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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