LF
DFAT icon

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

LifeSteps Financial’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 		$5.45K Buy
+78
New +$5.21K ﹤0.01% 524
2024
Q2 		– Sell
-78
Closed -$4.25K – 158
2024
Q1 		$4.25K Buy
+78
New +$4.01K ﹤0.01% 352

Other funds holding DFAT

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LifeSteps Financial's DFAT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 78 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DFAT as recently as Q1 2024.

LifeSteps Financial first reported a position in DFAT in Q1 2024 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • LifeSteps Financial held 78 shares of Dimensional US Targeted Value ETF worth $5.45K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new LifeSteps Financial position in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #524 holding.
  • LifeSteps Financial first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.