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 +36,894	+22%	+$2.47M	3.79%	10
2026 Q1	$10.4M	Sell	166,839 -2,280	-1%	-$145K	3.58%	10
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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Kings Path Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 22% in Q2 2026, buying an estimated $2.47M 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. 858 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 36,894 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $2.47M.
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.
858 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.