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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

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

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. 436 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.
  • 436 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.