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Liberty Capital Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Liberty Capital Management’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 		$720K Buy
+10,305
New +$689K 0.12% 107
2025
Q4 		$614K Hold
10,305
– – 0.11% 109
2025
Q3 		$600K Hold
10,305
– – 0.11% 107
2025
Q2 		$556K Hold
10,305
– – 0.11% 109
2025
Q1 		$531K Hold
10,305
– – 0.12% 107
2024
Q4 		$574K Hold
10,305
– – 0.13% 106
2024
Q3 		$573K Hold
10,305
– – 0.13% 105
2024
Q2 		$535K Hold
10,305
– – 0.13% 108
2024
Q1 		$561K Hold
10,305
– – 0.14% 105
2023
Q4 		$539K Hold
10,305
– – 0.14% 102
2023
Q3 		$471K Hold
10,305
– – 0.14% 101
2023
Q2 		$478K Buy
+10,305
New +$452K 0.14% 100

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Liberty Capital Management's DFAT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 10,305 shares worth $720K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in DFAT as recently as Q4 2025.

Liberty Capital Management first reported a position in DFAT in Q2 2023 and has held it in 12 quarters since. 591 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Liberty Capital Management held 10,305 shares of Dimensional US Targeted Value ETF worth $720K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Liberty Capital Management position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.12% of Liberty Capital Management's portfolio in Q2 2026, its #107 holding.
  • Liberty Capital Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.