Integrity Wealth Solutions’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Integrity Wealth Solutions’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	$1.34M	Hold	19,137	–	–	0.49%	51
2026 Q1	$1.2M	Hold	19,137	–	–	0.47%	52
2025 Q4	$1.14M	Hold	19,137	–	–	0.45%	52
2025 Q3	$1.11M	Buy	19,137 +90	+0.5%	+$5.13K	0.5%	49
2025 Q2	$1.03M	Buy	19,047 +87	+0.5%	+$4.43K	0.5%	46
2025 Q1	$976K	Buy	18,960 +58	+0.3%	+$3.19K	0.53%	47
2024 Q4	$1.05M	Buy	18,902 +71	+0.4%	+$4.06K	0.59%	44
2024 Q3	$1.05M	Buy	18,831 +68	+0.4%	+$3.68K	0.61%	44
2024 Q2	$973K	Buy	+18,763	New	+$984K	0.63%	43

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

Integrity Wealth Solutions's DFAT Position: Q2 2026 in Review

Integrity Wealth Solutions held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 19,137 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #51.

Integrity Wealth Solutions first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Integrity Wealth Solutions held 19,137 shares of Dimensional US Targeted Value ETF worth $1.34M as of Q2 2026.
Integrity Wealth Solutions left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.49% of Integrity Wealth Solutions's portfolio in Q2 2026, its #51 holding.
Integrity Wealth Solutions first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.