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

Highland Investment Advisors LLC’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	$9.4M	Buy	+134,493	New	+$8.99M	4.1%	8

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Highland Investment Advisors LLC's DFAT Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 134,493 shares worth $9.4M. The stake represents 4.1% of the portfolio and ranks #8 among its holdings.

754 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Highland Investment Advisors LLC held 134,493 shares of Dimensional US Targeted Value ETF worth $9.4M as of Q2 2026.
Dimensional US Targeted Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Dimensional US Targeted Value ETF made up 4.1% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #8 holding.
754 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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