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Howe & Rusling’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Howe & Rusling’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 		$143K Buy
2,047
+946
+86% +$63.2K 0.01% 328
2026
Q1 		$68.8K Hold
1,101
– – ﹤0.01% 347
2025
Q4 		$65.6K Hold
1,101
– – ﹤0.01% 354
2025
Q3 		$64.1K Hold
1,101
– – ﹤0.01% 340
2025
Q2 		$59.4K Hold
1,101
– – ﹤0.01% 340
2025
Q1 		$56.7K Hold
1,101
– – ﹤0.01% 324
2024
Q4 		$61.3K Hold
1,101
– – 0.01% 304
2024
Q3 		$61.2K Buy
+1,101
New +$59.5K 0.01% 294
2024
Q2 		– Sell
-170
Closed -$9.25K – 370
2024
Q1 		$9.25K Buy
+170
New +$8.75K ﹤0.01% 343

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

Howe & Rusling's DFAT Position: Q2 2026 in Review

Howe & Rusling increased its Dimensional US Targeted Value ETF (DFAT) stake by 86% in Q2 2026, buying an estimated $63.2K and bringing the position to 2,047 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #328.

Howe & Rusling first reported a position in DFAT in Q1 2024 and has held it in 9 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Howe & Rusling held 2,047 shares of Dimensional US Targeted Value ETF worth $143K as of Q2 2026.
  • Howe & Rusling bought 946 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $63.2K.
  • Dimensional US Targeted Value ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #328 holding.
  • Howe & Rusling first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.