Legacy Capital Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Legacy Capital Wealth Partners’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	$1.73M	Sell	24,802 -539	-2%	-$36K	0.33%	60
2026 Q1	$1.58M	Buy	25,341 +6,821	+37%	+$433K	0.33%	58
2025 Q4	$1.1M	Buy	18,520 +1,922	+12%	+$112K	0.24%	85
2025 Q3	$966K	Buy	16,598 +2,376	+17%	+$135K	0.21%	98
2025 Q2	$767K	Buy	+14,222	New	+$724K	0.17%	119

Other funds holding DFAT

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

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

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

Legacy Capital Wealth Partners's DFAT Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.1% in Q2 2026, selling an estimated $36K and leaving 24,802 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #60.

Legacy Capital Wealth Partners first reported a position in DFAT in Q2 2025 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Legacy Capital Wealth Partners held 24,802 shares of Dimensional US Targeted Value ETF worth $1.73M as of Q2 2026.
Legacy Capital Wealth Partners sold 539 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $36K.
Dimensional US Targeted Value ETF made up 0.33% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #60 holding.
Legacy Capital Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 5 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.