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Monument Group Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Monument Group Wealth Advisors’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 		$581K Hold
8,311
– – 0.28% 18
2026
Q1 		$519K Hold
8,311
– – 0.29% 18
2025
Q4 		$495K Sell
8,311
-156
-2% -$9.1K 0.27% 21
2025
Q3 		$493K Sell
8,467
-263
-3% -$15K 0.29% 17
2025
Q2 		$471K Sell
8,730
-2
-0% -$102 0.3% 22
2025
Q1 		$450K Sell
8,732
-138
-2% -$7.59K 0.31% 21
2024
Q4 		$494K Sell
8,870
-160
-2% -$9.15K 0.35% 21
2024
Q3 		$502K Hold
9,030
– – 0.3% 22
2024
Q2 		$468K Sell
9,030
-551
-6% -$28.9K 0.32% 23
2024
Q1 		$521K Buy
9,581
+600
+7% +$30.9K 0.39% 21
2023
Q4 		$470K Buy
+8,981
New +$420K 0.4% 19

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

Monument Group Wealth Advisors's DFAT Position: Q2 2026 in Review

Monument Group Wealth Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 8,311 shares worth $581K. The position accounts for 0.28% of the portfolio, ranked #18.

Monument Group Wealth Advisors first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Monument Group Wealth Advisors held 8,311 shares of Dimensional US Targeted Value ETF worth $581K as of Q2 2026.
  • Monument Group Wealth Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.28% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Monument Group Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.