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HTG Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

HTG Investment 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 		$428K Hold
6,118
– – 0.11% 61
2026
Q1 		$382K Hold
6,118
– – 0.11% 60
2025
Q4 		$364K Sell
6,118
-35
-0.6% -$2.04K 0.11% 54
2025
Q3 		$358K Sell
6,153
-1,175
-16% -$66.9K 0.12% 52
2025
Q2 		$395K Hold
7,328
– – 0.15% 50
2025
Q1 		$377K Hold
7,328
– – 0.16% 47
2024
Q4 		$408K Hold
7,328
– – 0.19% 46
2024
Q3 		$408K Hold
7,328
– – 0.19% 46
2024
Q2 		$380K Hold
7,328
– – 0.2% 45
2024
Q1 		$399K Hold
7,328
– – 0.23% 44
2023
Q4 		$383K Sell
7,328
-57
-0.8% -$2.67K 0.25% 44
2023
Q3 		$337K Sell
7,385
-162
-2% -$7.69K 0.27% 42
2023
Q2 		$350K Hold
7,547
– – 0.29% 41
2023
Q1 		$336K Sell
7,547
-251
-3% -$11.6K 0.31% 39
2022
Q4 		$343K Buy
+7,798
New +$343K 0.35% 38

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

HTG Investment Advisors's DFAT Position: Q2 2026 in Review

HTG Investment Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 6,118 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #61.

HTG Investment Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • HTG Investment Advisors held 6,118 shares of Dimensional US Targeted Value ETF worth $428K as of Q2 2026.
  • HTG Investment Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.11% of HTG Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • HTG Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.