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

Integrity 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 		$246K Hold
3,524
– – 0.11% 65
2026
Q1 		$220K Hold
3,524
– – 0.12% 72
2025
Q4 		$210K Hold
3,524
– – 0.12% 77
2025
Q3 		$205K Buy
+3,524
New +$201K 0.14% 56

Other funds holding DFAT

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Integrity Investment Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 3,524 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #65.

Integrity Investment Advisors first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Integrity Investment Advisors held 3,524 shares of Dimensional US Targeted Value ETF worth $246K as of Q2 2026.
  • Integrity 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 Integrity Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Integrity Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.