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Juncture Wealth Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Juncture Wealth Strategies’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 		$9.57M Buy
136,848
+230
+0.2% +$15.4K 2.49% 7
2026
Q1 		$8.53M Sell
136,618
-5,494
-4% -$349K 2.85% 6
2025
Q4 		$8.46M Buy
142,112
+580
+0.4% +$33.8K 2.79% 6
2025
Q3 		$8.24M Buy
141,532
+111
+0.1% +$6.32K 2.76% 6
2025
Q2 		$7.63M Sell
141,421
-53,110
-27% -$2.7M 2.71% 7
2025
Q1 		$10M Buy
194,531
+522
+0.3% +$28.7K 3.89% 4
2024
Q4 		$10.8M Buy
194,009
+9,819
+5% +$562K 4.02% 4
2024
Q3 		$10.2M Buy
184,190
+11,551
+7% +$625K 3.97% 4
2024
Q2 		$8.95M Buy
172,639
+14,678
+9% +$770K 3.75% 5
2024
Q1 		$8.6M Buy
157,961
+55,343
+54% +$2.85M 3.7% 5
2023
Q4 		$5.37M Buy
102,618
+7,653
+8% +$358K 2.44% 8
2023
Q3 		$4.34M Sell
94,965
-157
-0.2% -$7.46K 2.12% 11
2023
Q2 		$4.41M Sell
95,122
-3,841
-4% -$169K 2.07% 12
2023
Q1 		$4.4M Buy
98,963
+4,518
+5% +$209K 2.17% 12
2022
Q4 		$4.15M Sell
94,445
-8,108
-8% -$356K 1.98% 12
2022
Q3 		$4M Buy
102,553
+3,490
+4% +$149K 1.99% 15
2022
Q2 		$3.98M Buy
99,063
+11,726
+13% +$514K 1.96% 16
2022
Q1 		$4.07M Buy
87,337
+7,848
+10% +$365K 1.93% 18
2021
Q4 		$3.78M Buy
79,489
+3,125
+4% +$147K 1.8% 13
2021
Q3 		$3.39M Buy
76,364
+9,154
+14% +$406K 1.79% 14
2021
Q2 		$3.03M Buy
+67,210
New +$3.02M 1.74% 14

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
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Juncture Wealth Strategies's DFAT Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.17% in Q2 2026, buying an estimated $15.4K and bringing the position to 136,848 shares worth $9.57M. The position accounts for 2.49% of the portfolio, ranked #7.

Juncture Wealth Strategies first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.8M in Q4 2024. 323 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Juncture Wealth Strategies held 136,848 shares of Dimensional US Targeted Value ETF worth $9.57M as of Q2 2026.
  • Juncture Wealth Strategies bought 230 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $15.4K.
  • Dimensional US Targeted Value ETF made up 2.49% of Juncture Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Juncture Wealth Strategies first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Juncture Wealth Strategies's Dimensional US Targeted Value ETF position peaked at $10.8M in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.