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LBMC Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

LBMC Investment 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 		$603K Buy
8,626
+16
+0.2% +$1.07K 0.03% 142
2026
Q1 		$538K Buy
8,610
+17
+0.2% +$1.08K 0.03% 148
2025
Q4 		$512K Buy
8,593
+20
+0.2% +$1.17K 0.03% 139
2025
Q3 		$499K Buy
8,573
+23
+0.3% +$1.31K 0.03% 142
2025
Q2 		$461K Buy
8,550
+22
+0.3% +$1.12K 0.03% 130
2025
Q1 		$439K Buy
8,528
+15
+0.2% +$825 0.03% 127
2024
Q4 		$474K Buy
8,513
+19
+0.2% +$1.09K 0.04% 122
2024
Q3 		$473K Buy
8,494
+17
+0.2% +$919 0.04% 115
2024
Q2 		$440K Buy
8,477
+20
+0.2% +$1.05K 0.04% 112
2024
Q1 		$460K Buy
8,457
+9
+0.1% +$463 0.04% 110
2023
Q4 		$442K Buy
8,448
+19
+0.2% +$888 0.04% 100
2023
Q3 		$373K Buy
8,429
+18
+0.2% +$855 0.04% 108
2023
Q2 		$390K Buy
8,411
+21
+0.3% +$922 0.04% 110
2023
Q1 		$373K Buy
8,390
+14
+0.2% +$649 0.04% 112
2022
Q4 		$368K Buy
8,376
+18
+0.2% +$791 0.04% 109
2022
Q3 		$326K Buy
8,358
+18
+0.2% +$768 0.04% 108
2022
Q2 		$335K Buy
8,340
+3,662
+78% +$161K 0.04% 104
2022
Q1 		$218K Buy
4,678
+8
+0.2% +$372 0.02% 151
2021
Q4 		$222K Sell
4,670
-7,186
-61% -$337K 0.02% 156
2021
Q3 		$206K Buy
11,856
+7,229
+156% +$320K 0.02% 158
2021
Q2 		$207K Buy
+4,627
New +$208K 0.02% 159

Other funds holding DFAT

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

LBMC Investment Advisors's DFAT Position: Q2 2026 in Review

LBMC Investment Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.19% in Q2 2026, buying an estimated $1.07K and bringing the position to 8,626 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #142.

LBMC Investment Advisors first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • LBMC Investment Advisors held 8,626 shares of Dimensional US Targeted Value ETF worth $603K as of Q2 2026.
  • LBMC Investment Advisors bought 16 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.07K.
  • Dimensional US Targeted Value ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • LBMC Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.