IFWM
DFAT icon

Institute for Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Institute for Wealth Management’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 		$853K Buy
12,199
+2
+0% +$134 0.08% 229
2026
Q1 		$762K Buy
12,197
+2
+0% +$127 0.08% 242
2025
Q4 		$726K Buy
12,195
+9
+0.1% +$525 0.08% 243
2025
Q3 		$709K Hold
12,186
– – 0.07% 257
2025
Q2 		$658K Sell
12,186
-11
-0.1% -$560 0.07% 260
2025
Q1 		$628K Hold
12,197
– – 0.08% 254
2024
Q4 		$679K Buy
12,197
+11
+0.1% +$629 0.09% 238
2024
Q3 		$678K Sell
12,186
-19
-0.2% -$1.03K 0.09% 235
2024
Q2 		$633K Buy
12,205
+19
+0.2% +$997 0.08% 239
2024
Q1 		$663K Buy
12,186
+7,923
+186% +$408K 0.09% 233
2023
Q4 		$223K Buy
+4,263
New +$199K 0.04% 436
2022
Q1 		– Sell
-4,263
Closed -$203K – 545
2021
Q4 		$203K Buy
+4,263
New +$200K 0.03% 470

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

Institute for Wealth Management's DFAT Position: Q2 2026 in Review

Institute for Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.02% in Q2 2026, buying an estimated $134 and bringing the position to 12,199 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #229.

Institute for Wealth Management first reported a position in DFAT in Q4 2021 and has held it in 12 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Institute for Wealth Management held 12,199 shares of Dimensional US Targeted Value ETF worth $853K as of Q2 2026.
  • Institute for Wealth Management bought 2 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $134.
  • Dimensional US Targeted Value ETF made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Institute for Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 12 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.