LF
DFAT icon

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

Lee Financial’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 		$487K Buy
+6,969
New +$466K 0.06% 112

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

Lee Financial's DFAT Position: Q2 2026 in Review

Lee Financial opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 6,969 shares worth $487K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Lee Financial held 6,969 shares of Dimensional US Targeted Value ETF worth $487K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Lee Financial position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.06% of Lee Financial's portfolio in Q2 2026, its #112 holding.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.