JWM
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JDH Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

JDH 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 		$15.2M Sell
217,913
-5,031
-2% -$336K 9.27% 3
2026
Q1 		$13.9M Sell
222,944
-3,184
-1% -$202K 9.39% 3
2025
Q4 		$13.5M Buy
226,128
+227
+0.1% +$13.2K 9.23% 3
2025
Q3 		$13.1M Sell
225,901
-6,876
-3% -$392K 9.33% 3
2025
Q2 		$12.6M Sell
232,777
-8,535
-4% -$435K 9.62% 3
2025
Q1 		$12.4M Sell
241,312
-2,812
-1% -$155K 10.66% 2
2024
Q4 		$13.6M Buy
+244,124
New +$14M 11.92% 2

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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

JDH Wealth Management's DFAT Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.3% in Q2 2026, selling an estimated $336K and leaving 217,913 shares worth $15.2M. The position accounts for 9.27% of the portfolio, ranked #3.

JDH Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • JDH Wealth Management held 217,913 shares of Dimensional US Targeted Value ETF worth $15.2M as of Q2 2026.
  • JDH Wealth Management sold 5,031 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $336K.
  • Dimensional US Targeted Value ETF made up 9.27% of JDH Wealth Management's portfolio in Q2 2026, its #3 holding.
  • JDH Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.