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

McGlone Suttner 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 		$712K Hold
10,183
– – 0.08% 101
2026
Q1 		$636K Hold
10,183
– – 0.08% 105
2025
Q4 		$606K Hold
10,183
– – 0.08% 102
2025
Q3 		$593K Hold
10,183
– – 0.08% 101
2025
Q2 		$549K Hold
10,183
– – 0.08% 108
2025
Q1 		$524K Hold
10,183
– – 0.09% 109
2024
Q4 		$567K Buy
+10,183
New +$583K 0.09% 93
2024
Q3 		– Sell
-12,642
Closed -$662K – 171
2024
Q2 		$662K Buy
12,642
+2,400
+23% +$126K 0.14% 72
2024
Q1 		$557K Sell
10,242
-2,400
-19% -$124K 0.1% 85
2023
Q4 		$662K Sell
12,642
-529
-4% -$24.7K 0.13% 72
2023
Q3 		$602K Buy
13,171
+3
+0% +$142 0.14% 69
2023
Q2 		$611K Sell
13,168
-36
-0.3% -$1.58K 0.14% 68
2023
Q1 		$588K Buy
13,204
+2,062
+19% +$95.6K 0.15% 62
2022
Q4 		$490K Buy
+11,142
New +$489K 0.16% 69

Other funds holding DFAT

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

McGlone Suttner Wealth Management's DFAT Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 10,183 shares worth $712K. The position accounts for 0.08% of the portfolio, ranked #101.

McGlone Suttner Wealth Management first reported a position in DFAT in Q4 2022 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • McGlone Suttner Wealth Management held 10,183 shares of Dimensional US Targeted Value ETF worth $712K as of Q2 2026.
  • McGlone Suttner Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #101 holding.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.