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Kavar Capital Partners Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Kavar Capital Partners Group’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 		$1.18M Hold
16,876
– – 0.15% 94
2026
Q1 		$1.05M Hold
16,876
– – 0.13% 100
2025
Q4 		$1M Hold
16,876
– – 0.14% 99
2025
Q3 		$982K Hold
16,876
– – 0.13% 101
2025
Q2 		$911K Hold
16,876
– – 0.13% 106
2025
Q1 		$869K Buy
16,876
+9
+0.1% +$495 0.14% 96
2024
Q4 		$939K Buy
16,867
+12
+0.1% +$687 0.16% 94
2024
Q3 		$938K Buy
16,855
+11
+0.1% +$595 0.15% 98
2024
Q2 		$874K Buy
16,844
+36
+0.2% +$1.89K 0.16% 92
2024
Q1 		$915K Sell
16,808
-16,772
-50% -$863K 0.17% 92
2023
Q4 		$1.76M Buy
33,580
+16,823
+100% +$786K 0.2% 83
2023
Q3 		$766K Buy
16,757
+8,013
+92% +$381K 0.17% 91
2023
Q2 		$406K Buy
8,744
+38
+0.4% +$1.67K 0.09% 110
2023
Q1 		$387K Buy
8,706
+25
+0.3% +$1.16K 0.08% 118
2022
Q4 		$382K Sell
8,681
-1,460
-14% -$64.1K 0.09% 108
2022
Q3 		$395K Buy
10,141
+39
+0.4% +$1.66K 0.1% 108
2022
Q2 		$406K Buy
10,102
+42
+0.4% +$1.84K 0.09% 123
2022
Q1 		$469K Buy
10,060
+18
+0.2% +$838 0.1% 113
2021
Q4 		$477K Buy
10,042
+68
+0.7% +$3.19K 0.1% 115
2021
Q3 		$443K Buy
9,974
+24
+0.2% +$1.06K 0.1% 125
2021
Q2 		$446K Buy
+9,950
New +$447K 0.11% 114

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

Kavar Capital Partners Group's DFAT Position: Q2 2026 in Review

Kavar Capital Partners Group held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 16,876 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #94.

Kavar Capital Partners Group first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.76M in Q4 2023. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Kavar Capital Partners Group held 16,876 shares of Dimensional US Targeted Value ETF worth $1.18M as of Q2 2026.
  • Kavar Capital Partners Group left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.15% of Kavar Capital Partners Group's portfolio in Q2 2026, its #94 holding.
  • Kavar Capital Partners Group first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Kavar Capital Partners Group's Dimensional US Targeted Value ETF position peaked at $1.76M in Q4 2023.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.