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

Liberty Wealth 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	$8.38M	Hold	134,174	–	–	1.05%	24
2026 Q1	$8.38M	Sell	134,174 -2,783	-2%	-$177K	1.05%	24
2025 Q4	$8.15M	Sell	136,957 -3,048	-2%	-$178K	1.05%	25
2025 Q3	$8.15M	Buy	140,005 +191	+0.1%	+$10.9K	1.15%	23
2025 Q2	$7.54M	Sell	139,814 -309	-0.2%	-$15.7K	1.18%	24
2025 Q1	$7.21M	Buy	140,123 +793	+0.6%	+$43.6K	1.38%	20
2024 Q4	$7.75M	Sell	139,330 -2,051	-1%	-$117K	1.29%	22
2024 Q3	$7.87M	Sell	141,381 -234,790	-62%	-$12.7M	1.34%	20
2024 Q2	$7.25M	Buy	376,171 +233,658	+164%	+$12.3M	1.33%	21
2024 Q1	$7.76M	Sell	142,513 -695	-0.5%	-$35.8K	1.51%	18
2023 Q4	$7.49M	Sell	143,208 -1,536	-1%	-$71.8K	1.61%	16
2023 Q3	$6.61M	Sell	144,744 -1,228	-0.8%	-$58.3K	1.65%	15
2023 Q2	$6.77M	Sell	145,972 -10,388	-7%	-$456K	1.67%	16
2023 Q1	$6.97M	Buy	+156,360	New	+$7.25M	1.44%	16
2022 Q3	$9.47M	Buy	243,187 +181,184	+292%	+$7.73M	2.52%	10
2022 Q2	$2.49M	Buy	62,003 +3,122	+5%	+$137K	1.01%	21
2022 Q1	$2.72M	Buy	+58,881	New	+$2.74M	0.98%	23
2021 Q4	–	Sell	-1,892	Closed	-$84K	–	384
2021 Q3	$84K	Buy	1,892 +4	+0.2%	+$177	0.03%	320
2021 Q2	$85K	Buy	+1,888	New	+$84.8K	0.03%	235

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

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

Liberty Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 134,174 shares worth $8.38M. The position accounts for 1.05% of the portfolio, ranked #24.

Liberty Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.47M in Q3 2022. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Liberty Wealth Management held 134,174 shares of Dimensional US Targeted Value ETF worth $8.38M as of Q2 2026.
Liberty Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 1.05% of Liberty Wealth Management's portfolio in Q2 2026, its #24 holding.
Liberty Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
Liberty Wealth Management's Dimensional US Targeted Value ETF position peaked at $9.47M in Q3 2022.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.