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

Merit Financial Group’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 		$3.22M Sell
45,997
-4,330
-9% -$289K 0.02% 564
2026
Q1 		$3.14M Buy
50,327
+24,236
+93% +$1.54M 0.02% 524
2025
Q4 		$1.55M Sell
26,091
-14,160
-35% -$826K 0.01% 743
2025
Q3 		$2.34M Buy
40,251
+15,397
+62% +$877K 0.02% 512
2025
Q2 		$1.34M Buy
24,854
+7,562
+44% +$385K 0.02% 655
2025
Q1 		$890K Buy
+17,292
New +$952K 0.01% 701

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

Merit Financial Group's DFAT Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 8.6% in Q2 2026, selling an estimated $289K and leaving 45,997 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #564.

Merit Financial Group first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Merit Financial Group held 45,997 shares of Dimensional US Targeted Value ETF worth $3.22M as of Q2 2026.
  • Merit Financial Group sold 4,330 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $289K.
  • Dimensional US Targeted Value ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #564 holding.
  • Merit Financial Group first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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