Nautilus Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Nautilus 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	$1.04M	Buy	14,972 +126	+0.8%	+$8.42K	0.61%	44
2026 Q1	$927K	Buy	14,846 +1,184	+9%	+$75.2K	0.64%	44
2025 Q4	$813K	Buy	13,662 +1,583	+13%	+$92.4K	0.53%	53
2025 Q3	$703K	Buy	12,079 +1,259	+12%	+$71.7K	0.47%	62
2025 Q2	$584K	Buy	10,820 +4,825	+80%	+$246K	0.43%	68
2025 Q1	$309K	Buy	+5,995	New	+$330K	0.26%	112

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

Nautilus Advisors's DFAT Position: Q2 2026 in Review

Nautilus Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.85% in Q2 2026, buying an estimated $8.42K and bringing the position to 14,972 shares worth $1.04M. The position accounts for 0.61% of the portfolio, ranked #44.

Nautilus Advisors first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Nautilus Advisors held 14,972 shares of Dimensional US Targeted Value ETF worth $1.04M as of Q2 2026.
Nautilus Advisors bought 126 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $8.42K.
Dimensional US Targeted Value ETF made up 0.61% of Nautilus Advisors's portfolio in Q2 2026, its #44 holding.
Nautilus Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.