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

Meredith Wealth Planning’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 		$1.76M Buy
25,177
+2
+0% +$134 0.42% 28
2026
Q1 		$1.57M Buy
25,175
+1,233
+5% +$78.3K 0.43% 27
2025
Q4 		$1.43M Buy
23,942
+252
+1% +$14.7K 0.42% 27
2025
Q3 		$1.38M Sell
23,690
-63
-0.3% -$3.59K 0.44% 26
2025
Q2 		$1.28M Buy
23,753
+3,959
+20% +$202K 0.47% 27
2025
Q1 		$1.02M Sell
19,794
-14
-0.1% -$770 0.45% 29
2024
Q4 		$1.1M Sell
19,808
-26
-0.1% -$1.49K 0.49% 27
2024
Q3 		$1.1M Buy
19,834
+103
+0.5% +$5.57K 0.53% 24
2024
Q2 		$1.02M Sell
19,731
-21
-0.1% -$1.1K 0.54% 24
2024
Q1 		$1.08M Sell
19,752
-17
-0.1% -$875 0.6% 21
2023
Q4 		$1.03M Sell
19,769
-205
-1% -$9.58K 0.64% 21
2023
Q3 		$913K Sell
19,974
-104
-0.5% -$4.94K 0.68% 19
2023
Q2 		$931K Buy
20,078
+88
+0.4% +$3.86K 0.76% 15
2023
Q1 		$890K Sell
19,990
-44
-0.2% -$2.04K 0.72% 14
2022
Q4 		$880K Buy
+20,034
New +$880K 0.76% 15

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Meredith Wealth Planning's DFAT Position: Q2 2026 in Review

Meredith Wealth Planning increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.01% in Q2 2026, buying an estimated $134 and bringing the position to 25,177 shares worth $1.76M. The position accounts for 0.42% of the portfolio, ranked #28.

Meredith Wealth Planning first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Meredith Wealth Planning held 25,177 shares of Dimensional US Targeted Value ETF worth $1.76M as of Q2 2026.
  • Meredith Wealth Planning bought 2 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $134.
  • Dimensional US Targeted Value ETF made up 0.42% of Meredith Wealth Planning's portfolio in Q2 2026, its #28 holding.
  • Meredith Wealth Planning first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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