Murphy Pohlad Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Murphy Pohlad Asset Management’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	$468K	Hold	6,693	–	–	0.16%	102
2026 Q1	$418K	Hold	6,693	–	–	0.15%	102
2025 Q4	$399K	Hold	6,693	–	–	0.15%	95
2025 Q3	$390K	Hold	6,693	–	–	0.15%	101
2025 Q2	$361K	Sell	6,693 -6,700	-50%	-$341K	0.15%	95
2025 Q1	$690K	Hold	13,393	–	–	0.29%	80
2024 Q4	$745K	Sell	13,393 -1,500	-10%	-$85.8K	0.32%	78
2024 Q3	$829K	Hold	14,893	–	–	0.34%	75
2024 Q2	$773K	Hold	14,893	–	–	0.33%	73
2024 Q1	$811K	Hold	14,893	–	–	0.32%	72
2023 Q4	$779K	Hold	14,893	–	–	0.32%	72
2023 Q3	$680K	Sell	14,893 -825	-5%	-$39.2K	0.3%	74
2023 Q2	$729K	Buy	15,718 +49	+0.3%	+$2.15K	0.31%	71
2023 Q1	$697K	Buy	15,669 +34	+0.2%	+$1.58K	0.29%	72
2022 Q4	$687K	Sell	15,635 -915	-6%	-$40.2K	0.28%	73
2022 Q3	$644K	Buy	16,550 +47	+0.3%	+$2K	0.3%	72
2022 Q2	$663K	Buy	16,503 +50	+0.3%	+$2.19K	0.29%	75
2022 Q1	$766K	Buy	16,453 +23	+0.1%	+$1.07K	0.31%	72
2021 Q4	$780K	Sell	16,430 -918	-5%	-$43.1K	0.31%	72
2021 Q3	$770K	Buy	17,348 +31	+0.2%	+$1.37K	0.31%	68
2021 Q2	$775K	Buy	+17,317	New	+$778K	0.31%	71

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Murphy Pohlad Asset Management's DFAT Position: Q2 2026 in Review

Murphy Pohlad Asset Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 6,693 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #102.

Murphy Pohlad Asset Management first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $829K in Q3 2024. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Murphy Pohlad Asset Management held 6,693 shares of Dimensional US Targeted Value ETF worth $468K as of Q2 2026.
Murphy Pohlad Asset Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.16% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #102 holding.
Murphy Pohlad Asset Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
Murphy Pohlad Asset Management's Dimensional US Targeted Value ETF position peaked at $829K in Q3 2024.
436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.