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LAM Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

LAM Group’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 		$2.21M Buy
31,603
+7
+0% +$468 1.1% 28
2026
Q1 		$1.97M Buy
31,596
+1,861
+6% +$118K 1.08% 28
2025
Q4 		$1.77M Sell
29,735
-1,067
-3% -$62.3K 1.01% 27
2025
Q3 		$1.79M Buy
30,802
+128
+0.4% +$7.29K 1.11% 25
2025
Q2 		$1.66M Buy
30,674
+1
+0% +$51 1.11% 25
2025
Q1 		$1.58M Sell
30,673
-825
-3% -$45.4K 1.16% 27
2024
Q4 		$1.75M Sell
31,498
-268
-0.8% -$15.3K 1.25% 25
2024
Q3 		$1.77M Buy
31,766
+6
+0% +$324 1.25% 28
2024
Q2 		$1.65M Sell
31,760
-250
-0.8% -$13.1K 1.39% 24
2024
Q1 		$1.74M Buy
32,010
+301
+0.9% +$15.5K 1.42% 22
2023
Q4 		$1.66M Sell
31,709
-1,332
-4% -$62.3K 1.51% 20
2023
Q3 		$1.51M Hold
33,041
– – 1.48% 22
2023
Q2 		$1.53M Buy
33,041
+64
+0.2% +$2.81K 1.43% 22
2023
Q1 		$1.47M Sell
32,977
-225
-0.7% -$10.4K 1.44% 23
2022
Q4 		$1.46M Buy
+33,202
New +$1.46M 1.5% 22

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

LAM Group's DFAT Position: Q2 2026 in Review

LAM Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.02% in Q2 2026, buying an estimated $468 and bringing the position to 31,603 shares worth $2.21M. The position accounts for 1.1% of the portfolio, ranked #28.

LAM Group first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 410 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • LAM Group held 31,603 shares of Dimensional US Targeted Value ETF worth $2.21M as of Q2 2026.
  • LAM Group bought 7 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $468.
  • Dimensional US Targeted Value ETF made up 1.1% of LAM Group's portfolio in Q2 2026, its #28 holding.
  • LAM Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 410 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.