Nemes Rush Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Nemes Rush 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	–	Sell	-978	Closed	-$61.1K	–	958
2026 Q1	$61.1K	Buy	978 +103	+12%	+$6.54K	0.01%	329
2025 Q4	$52.1K	Buy	875 +79	+10%	+$4.61K	﹤0.01%	343
2025 Q3	$46.4K	Buy	796 +156	+24%	+$8.88K	﹤0.01%	333
2025 Q2	$34.5K	Buy	640 +166	+35%	+$8.45K	﹤0.01%	365
2025 Q1	$24.4K	Buy	474 +447	+1,656%	+$24.6K	﹤0.01%	391
2024 Q4	$1.51K	Buy	+27	New	+$1.54K	﹤0.01%	638
2024 Q1	–	Sell	-7	Closed	-$367	–	678
2023 Q4	$367	Buy	+7	New	+$327	﹤0.01%	635

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

Nemes Rush Group's DFAT Position: Q2 2026 in Review

Nemes Rush Group sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 978 shares — an estimated $61.1K sold.

Nemes Rush Group first reported a position in DFAT in Q4 2023 and held it in 7 quarters. The position peaked at $61.1K in Q1 2026. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Nemes Rush Group reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
Nemes Rush Group sold 978 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $61.1K.
Nemes Rush Group first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 7 quarters.
Nemes Rush Group's Dimensional US Targeted Value ETF position peaked at $61.1K in Q1 2026.
859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.