Hurley Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hurley Capital’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	$194K	Buy	2,782 +228	+9%	+$15.2K	0.1%	95
2026 Q1	$159K	Buy	2,554 +7	+0.3%	+$445	0.09%	97
2025 Q4	$152K	Sell	2,547 -947	-27%	-$55.3K	0.08%	98
2025 Q3	$203K	Sell	3,494 -173	-5%	-$9.85K	0.11%	91
2025 Q2	$198K	Sell	3,667 -2,782	-43%	-$142K	0.14%	72
2025 Q1	$332K	Buy	6,449 +404	+7%	+$22.2K	0.25%	63
2024 Q4	$338K	Buy	+6,045	New	+$346K	0.27%	54

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

Hurley Capital's DFAT Position: Q2 2026 in Review

Hurley Capital increased its Dimensional US Targeted Value ETF (DFAT) stake by 8.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,782 shares worth $194K. The position accounts for 0.1% of the portfolio, ranked #95.

Hurley Capital first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2024. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Hurley Capital held 2,782 shares of Dimensional US Targeted Value ETF worth $194K as of Q2 2026.
Hurley Capital bought 228 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $15.2K.
Dimensional US Targeted Value ETF made up 0.1% of Hurley Capital's portfolio in Q2 2026, its #95 holding.
Hurley Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
Hurley Capital's Dimensional US Targeted Value ETF position peaked at $338K in Q4 2024.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.