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Lauterbach Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lauterbach Financial Advisors’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 		$27.3M Buy
390,415
+907
+0.2% +$60.6K 11.74% 2
2026
Q1 		$24.3M Sell
389,508
-6,757
-2% -$429K 11.88% 2
2025
Q4 		$23.6M Sell
396,265
-1,584
-0.4% -$92.4K 11.54% 2
2025
Q3 		$23.2M Buy
397,849
+1,951
+0.5% +$111K 11.64% 2
2025
Q2 		$21.4M Buy
395,898
+14,731
+4% +$750K 11.75% 2
2025
Q1 		$19.6M Buy
381,167
+3,178
+0.8% +$175K 12.23% 2
2024
Q4 		$21M Sell
377,989
-9,703
-3% -$555K 12.77% 2
2024
Q3 		$21.6M Sell
387,692
-3,158
-0.8% -$171K 13.12% 2
2024
Q2 		$20.8M Sell
390,850
-692
-0.2% -$36.3K 13.71% 2
2024
Q1 		$21.3M Sell
391,542
-31,479
-7% -$1.62M 13.99% 2
2023
Q4 		$22.1M Sell
423,021
-8,391
-2% -$392K 15.42% 2
2023
Q3 		$19.7M Buy
431,412
+72
+0% +$3.42K 15.48% 2
2023
Q2 		$20M Buy
431,340
+1,861
+0.4% +$81.7K 15.29% 2
2023
Q1 		$19.1M Sell
429,479
-192
-0% -$8.9K 15.44% 2
2022
Q4 		$18.9M Buy
429,671
+7,441
+2% +$327K 16.83% 2
2022
Q3 		$16.5M Sell
422,230
-6,472
-2% -$276K 16.76% 2
2022
Q2 		$17.2M Buy
428,702
+8,982
+2% +$394K 16.38% 2
2022
Q1 		$19.6M Buy
419,720
+3,836
+0.9% +$179K 17.77% 2
2021
Q4 		$19.8M Buy
+415,884
New +$19.5M 17.45% 2

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

Lauterbach Financial Advisors's DFAT Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.23% in Q2 2026, buying an estimated $60.6K and bringing the position to 390,415 shares worth $27.3M. The position accounts for 11.74% of the portfolio, ranked #2.

Lauterbach Financial Advisors first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 427 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Lauterbach Financial Advisors held 390,415 shares of Dimensional US Targeted Value ETF worth $27.3M as of Q2 2026.
  • Lauterbach Financial Advisors bought 907 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $60.6K.
  • Dimensional US Targeted Value ETF made up 11.74% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • Lauterbach Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.