Moisand Fitzgerald Tamayo’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Moisand Fitzgerald Tamayo’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	$13.1M	Sell	187,138 -3,072	-2%	-$205K	1.28%	14
2026 Q1	$11.9M	Sell	190,210 -4,812	-2%	-$306K	1.28%	14
2025 Q4	$11.6M	Sell	195,022 -4,077	-2%	-$238K	1.31%	14
2025 Q3	$11.6M	Sell	199,099 -2,305	-1%	-$131K	1.37%	14
2025 Q2	$10.9M	Sell	201,404 -4,842	-2%	-$247K	1.37%	14
2025 Q1	$10.6M	Sell	206,246 -5,374	-3%	-$296K	1.47%	16
2024 Q4	$11.8M	Sell	211,620 -3,397	-2%	-$194K	1.67%	16
2024 Q3	$12M	Sell	215,017 -3,394	-2%	-$184K	1.64%	16
2024 Q2	$11.3M	Sell	218,411 -1,979	-0.9%	-$104K	1.7%	16
2024 Q1	$12M	Sell	220,390 -3,035	-1%	-$156K	1.83%	16
2023 Q4	$11.7M	Sell	223,425 -7,463	-3%	-$349K	2.02%	16
2023 Q3	$10.5M	Sell	230,888 -5,690	-2%	-$270K	2.23%	13
2023 Q2	$11M	Sell	236,578 -1,917	-0.8%	-$84.1K	2.24%	13
2023 Q1	$10.6M	Sell	238,495 -20,164	-8%	-$935K	2.27%	13
2022 Q4	$11.4M	Sell	258,659 -6,678	-3%	-$293K	2.59%	12
2022 Q3	$10.3M	Sell	265,337 -3,966	-1%	-$169K	2.84%	12
2022 Q2	$10.8M	Buy	269,303 +120,235	+81%	+$5.27M	2.91%	12
2022 Q1	$6.94M	Sell	149,068 -124,553	-46%	-$5.8M	3.16%	9
2021 Q4	$13M	Sell	273,621 -847	-0.3%	-$39.8K	3.66%	9
2021 Q3	$12.2M	Sell	274,468 -3,673	-1%	-$163K	4.1%	7
2021 Q2	$12.5M	Buy	+278,141	New	+$12.5M	4.53%	7

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo's DFAT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.6% in Q2 2026, selling an estimated $205K and leaving 187,138 shares worth $13.1M. The position accounts for 1.28% of the portfolio, ranked #14.

Moisand Fitzgerald Tamayo first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Moisand Fitzgerald Tamayo held 187,138 shares of Dimensional US Targeted Value ETF worth $13.1M as of Q2 2026.
Moisand Fitzgerald Tamayo sold 3,072 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $205K.
Dimensional US Targeted Value ETF made up 1.28% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #14 holding.
Moisand Fitzgerald Tamayo first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.