Kings Path Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Kings Path Partners’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	$14.2M	Buy	203,733 +34,614	+20%	+$2.31M	3.79%	10
2026 Q1	$10.1M	Hold	169,119	–	–	3.53%	11
2025 Q4	$10.1M	Buy	169,119 +3,885	+2%	+$227K	3.53%	11
2025 Q3	$9.62M	Buy	165,234 +9,110	+6%	+$519K	3.54%	11
2025 Q2	$8.42M	Buy	156,124 +36,266	+30%	+$1.85M	3.39%	10
2025 Q1	$6.17M	Buy	119,858 +17,473	+17%	+$962K	3.02%	10
2024 Q4	$5.7M	Buy	102,385 +9,073	+10%	+$519K	2.43%	10
2024 Q3	$5.19M	Buy	93,312 +4,297	+5%	+$232K	2.18%	10
2024 Q2	$4.62M	Buy	+89,015	New	+$4.67M	2.18%	10

Other funds holding DFAT

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Kings Path Partners's DFAT Position: Q2 2026 in Review

Kings Path Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 20% in Q2 2026, buying an estimated $2.31M and bringing the position to 203,733 shares worth $14.2M. The position accounts for 3.79% of the portfolio, ranked #10.

Kings Path Partners first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Kings Path Partners held 203,733 shares of Dimensional US Targeted Value ETF worth $14.2M as of Q2 2026.
Kings Path Partners bought 34,614 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $2.31M.
Dimensional US Targeted Value ETF made up 3.79% of Kings Path Partners's portfolio in Q2 2026, its #10 holding.
Kings Path Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.