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Mokosak Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Mokosak Advisory 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 		$284K Buy
4,066
+13
+0.3% +$869 0.06% 30
2026
Q1 		$253K Buy
4,053
+14
+0.3% +$889 0.06% 31
2025
Q4 		$240K Buy
4,039
+16
+0.4% +$934 0.06% 32
2025
Q3 		$234K Buy
4,023
+19
+0.5% +$1.08K 0.06% 32
2025
Q2 		$216K Buy
4,004
+18
+0.5% +$917 0.06% 34
2025
Q1 		$205K Buy
3,986
+12
+0.3% +$660 0.06% 32
2024
Q4 		$221K Buy
3,974
+73
+2% +$4.18K 0.07% 31
2024
Q3 		$217K Sell
3,901
-104
-3% -$5.62K 0.07% 29
2024
Q2 		$208K Buy
4,005
+16
+0.4% +$839 0.07% 29
2024
Q1 		$217K Sell
3,989
-110
-3% -$5.66K 0.07% 29
2023
Q4 		$215K Buy
+4,099
New +$192K 0.08% 26

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

Mokosak Advisory Group's DFAT Position: Q2 2026 in Review

Mokosak Advisory Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.32% in Q2 2026, buying an estimated $869 and bringing the position to 4,066 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #30.

Mokosak Advisory Group first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Mokosak Advisory Group held 4,066 shares of Dimensional US Targeted Value ETF worth $284K as of Q2 2026.
  • Mokosak Advisory Group bought 13 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $869.
  • Dimensional US Targeted Value ETF made up 0.06% of Mokosak Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Mokosak Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.