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Keyes Stange & Wooten Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Keyes Stange & Wooten 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 		$21.1M Buy
301,743
+2,302
+0.8% +$154K 8.42% 5
2026
Q1 		$18.7M Buy
299,441
+9,041
+3% +$574K 8.35% 5
2025
Q4 		$17.3M Sell
290,400
-43
-0% -$2.51K 8.19% 5
2025
Q3 		$16.9M Buy
290,443
+4,387
+2% +$250K 8.18% 5
2025
Q2 		$15.4M Buy
286,056
+3,693
+1% +$188K 8.01% 5
2025
Q1 		$14.5M Buy
282,363
+2,910
+1% +$160K 8.27% 4
2024
Q4 		$15.6M Buy
279,453
+5,170
+2% +$296K 9.17% 4
2024
Q3 		$15.3M Buy
274,283
+4,006
+1% +$217K 9.05% 4
2024
Q2 		$14M Sell
270,277
-3,464
-1% -$182K 9.76% 3
2024
Q1 		$14.9M Buy
273,741
+3,034
+1% +$156K 13.12% 2
2023
Q4 		$14.2M Buy
+270,707
New +$12.7M 15.05% 2

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 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

Keyes Stange & Wooten Wealth Management's DFAT Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.77% in Q2 2026, buying an estimated $154K and bringing the position to 301,743 shares worth $21.1M. The position accounts for 8.42% of the portfolio, ranked #5.

Keyes Stange & Wooten Wealth Management first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 408 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 301,743 shares of Dimensional US Targeted Value ETF worth $21.1M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management bought 2,302 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $154K.
  • Dimensional US Targeted Value ETF made up 8.42% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.