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

Libra Wealth’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 		$19.3M Sell
276,118
-3,959
-1% -$265K 4.93% 7
2026
Q1 		$17.5M Sell
280,077
-19,099
-6% -$1.21M 4.93% 7
2025
Q4 		$17.8M Sell
299,176
-1,115
-0.4% -$65.1K 4.98% 6
2025
Q3 		$17.5M Sell
300,291
-11,695
-4% -$666K 5.25% 6
2025
Q2 		$16.8M Buy
311,986
+50,612
+19% +$2.58M 5.5% 6
2025
Q1 		$13.5M Sell
261,374
-3,526
-1% -$194K 5.05% 4
2024
Q4 		$14.7M Sell
264,900
-8,029
-3% -$459K 5.73% 4
2024
Q3 		$15.2M Sell
272,929
-5,653
-2% -$306K 6.07% 4
2024
Q2 		$14.5M Sell
278,582
-12,362
-4% -$648K 6.26% 4
2024
Q1 		$15.8M Sell
290,944
-2,808
-1% -$145K 6.94% 4
2023
Q4 		$15.4M Sell
293,752
-8,528
-3% -$399K 7.64% 3
2023
Q3 		$13.8M Sell
302,280
-778
-0.3% -$36.9K 7.64% 3
2023
Q2 		$14.1M Sell
303,058
-35,373
-10% -$1.55M 7.68% 3
2023
Q1 		$15.1M Sell
338,431
-5,863
-2% -$272K 8.73% 3
2022
Q4 		$15.1M Buy
344,294
+20,788
+6% +$913K 0.41% 8
2022
Q3 		$12.6M Buy
323,506
+34,849
+12% +$1.49M 8.11% 4
2022
Q2 		$11.6M Sell
288,657
-35,858
-11% -$1.57M 8.31% 5
2022
Q1 		$15.1M Buy
324,515
+19,928
+7% +$928K 8.66% 4
2021
Q4 		$14.4M Buy
+304,587
New +$14.3M 9.33% 5

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

Libra Wealth's DFAT Position: Q2 2026 in Review

Libra Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.4% in Q2 2026, selling an estimated $265K and leaving 276,118 shares worth $19.3M. The position accounts for 4.93% of the portfolio, ranked #7.

Libra Wealth first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Libra Wealth held 276,118 shares of Dimensional US Targeted Value ETF worth $19.3M as of Q2 2026.
  • Libra Wealth sold 3,959 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $265K.
  • Dimensional US Targeted Value ETF made up 4.93% of Libra Wealth's portfolio in Q2 2026, its #7 holding.
  • Libra Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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