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

Legacy 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	$1.8M	Buy	25,822 +1,513	+6%	+$101K	0.22%	77
2026 Q1	$1.52M	Buy	24,309 +3,004	+14%	+$191K	0.21%	84
2025 Q4	$1.27M	Buy	21,305 +8,067	+61%	+$471K	0.18%	103
2025 Q3	$771K	Buy	13,238 +4,689	+55%	+$267K	0.11%	177
2025 Q2	$461K	Buy	8,549 +895	+12%	+$45.6K	0.07%	211
2025 Q1	$394K	Buy	7,654 +2,438	+47%	+$134K	0.07%	240
2024 Q4	$290K	Buy	+5,216	New	+$298K	0.05%	276

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 Financial Advisors's DFAT Position: Q2 2026 in Review

Legacy Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 6.2% in Q2 2026, buying an estimated $101K and bringing the position to 25,822 shares worth $1.8M. The position accounts for 0.22% of the portfolio, ranked #77.

Legacy Financial Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Legacy Financial Advisors held 25,822 shares of Dimensional US Targeted Value ETF worth $1.8M as of Q2 2026.
Legacy Financial Advisors bought 1,513 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $101K.
Dimensional US Targeted Value ETF made up 0.22% of Legacy Financial Advisors's portfolio in Q2 2026, its #77 holding.
Legacy Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.