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

Lodestone 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	$1.91M	Sell	27,372 -2,825	-9%	-$189K	0.68%	42
2026 Q1	$1.89M	Buy	30,197 +4,896	+19%	+$311K	0.75%	40
2025 Q4	$1.51M	Buy	25,301 +7,903	+45%	+$461K	0.61%	49
2025 Q3	$1.01M	Buy	17,398 +456	+3%	+$26K	0.46%	65
2025 Q2	$914K	Buy	16,942 +361	+2%	+$18.4K	0.45%	66
2025 Q1	$854K	Buy	16,581 +1,614	+11%	+$88.8K	0.45%	63
2024 Q4	$833K	Buy	14,967 +2,392	+19%	+$137K	0.42%	65
2024 Q3	$700K	Buy	12,575 +1,536	+14%	+$83.1K	0.35%	72
2024 Q2	$573K	Buy	11,039 +1,501	+16%	+$78.7K	0.3%	79
2024 Q1	$519K	Buy	9,538 +2,387	+33%	+$123K	0.27%	89
2023 Q4	$374K	Buy	+7,151	New	+$334K	0.22%	108

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

PWP

Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 9.4% in Q2 2026, selling an estimated $189K and leaving 27,372 shares worth $1.91M. The position accounts for 0.68% of the portfolio, ranked #42.

Lodestone Wealth Management first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Lodestone Wealth Management held 27,372 shares of Dimensional US Targeted Value ETF worth $1.91M as of Q2 2026.
Lodestone Wealth Management sold 2,825 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $189K.
Dimensional US Targeted Value ETF made up 0.68% of Lodestone Wealth Management's portfolio in Q2 2026, its #42 holding.
Lodestone Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.