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Lakeshore Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lakeshore Financial Planning’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 		$8.98M Sell
128,433
-1,432
-1% -$95.7K 2.89% 9
2026
Q1 		$8.11M Buy
129,865
+6,793
+6% +$431K 2.94% 9
2025
Q4 		$7.33M Sell
123,072
-839
-0.7% -$49K 2.62% 10
2025
Q3 		$7.21M Buy
123,911
+761
+0.6% +$43.3K 2.68% 11
2025
Q2 		$6.65M Sell
123,150
-6,064
-5% -$309K 2.67% 11
2025
Q1 		$6.65M Sell
129,214
-148,705
-54% -$8.18M 2.77% 11
2024
Q4 		$15.5M Sell
277,919
-2,363
-0.8% -$135K 6.6% 7
2024
Q3 		$15.6M Sell
280,282
-4,979
-2% -$269K 6.87% 7
2024
Q2 		$14.8M Sell
285,261
-2,048
-0.7% -$107K 7.22% 6
2024
Q1 		$15.6M Sell
287,309
-5,369
-2% -$276K 7.91% 6
2023
Q4 		$15.3M Sell
292,678
-21,337
-7% -$998K 8.51% 4
2023
Q3 		$14.3M Buy
+314,015
New +$14.9M 8.18% 5

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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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

Lakeshore Financial Planning's DFAT Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q2 2026, selling an estimated $95.7K and leaving 128,433 shares worth $8.98M. The position accounts for 2.89% of the portfolio, ranked #9.

Lakeshore Financial Planning first reported a position in DFAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.6M in Q1 2024. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Lakeshore Financial Planning held 128,433 shares of Dimensional US Targeted Value ETF worth $8.98M as of Q2 2026.
  • Lakeshore Financial Planning sold 1,432 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $95.7K.
  • Dimensional US Targeted Value ETF made up 2.89% of Lakeshore Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Lakeshore Financial Planning first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Dimensional US Targeted Value ETF position peaked at $15.6M in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.