L.K. Benson & Company’s Dimensional US Targeted Value ETF DFAT Stock Holding History

L.K. Benson & Company’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	$1.42M	Sell	20,280 -9	-0%	-$601	0.43%	34
2026 Q1	$1.27M	Buy	20,289 +53	+0.3%	+$3.37K	0.42%	35
2025 Q4	$1.2M	Buy	20,236 +64	+0.3%	+$3.73K	0.6%	37
2025 Q3	$1.17M	Buy	20,172 +2,626	+15%	+$150K	0.63%	35
2025 Q2	$947K	Sell	17,546 -936	-5%	-$47.7K	0.58%	39
2025 Q1	$952K	Buy	18,482 +46	+0.2%	+$2.53K	0.66%	35
2024 Q4	$1.03M	Buy	+18,436	New	+$1.05M	0.72%	31

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

L.K. Benson & Company's DFAT Position: Q2 2026 in Review

L.K. Benson & Company reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.04% in Q2 2026, selling an estimated $601 and leaving 20,280 shares worth $1.42M. The position accounts for 0.43% of the portfolio, ranked #34.

L.K. Benson & Company first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

L.K. Benson & Company held 20,280 shares of Dimensional US Targeted Value ETF worth $1.42M as of Q2 2026.
L.K. Benson & Company sold 9 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $601.
Dimensional US Targeted Value ETF made up 0.43% of L.K. Benson & Company's portfolio in Q2 2026, its #34 holding.
L.K. Benson & Company first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.