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John A. Wolfe & Associates’s Dimensional US Targeted Value ETF DFAT Stock Holding History

John A. Wolfe & Associates’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 		$81.6K Buy
1,167
+4
+0.3% +$267 0.11% 39
2026
Q1 		$72.7K Buy
+1,163
New +$73.9K 0.11% 39

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

John A. Wolfe & Associates's DFAT Position: Q2 2026 in Review

John A. Wolfe & Associates increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.34% in Q2 2026, buying an estimated $267 and bringing the position to 1,167 shares worth $81.6K. The position accounts for 0.11% of the portfolio, ranked #39.

John A. Wolfe & Associates first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • John A. Wolfe & Associates held 1,167 shares of Dimensional US Targeted Value ETF worth $81.6K as of Q2 2026.
  • John A. Wolfe & Associates bought 4 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $267.
  • Dimensional US Targeted Value ETF made up 0.11% of John A. Wolfe & Associates's portfolio in Q2 2026, its #39 holding.
  • John A. Wolfe & Associates first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.