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NorthCrest Asset Manangement’s Dimensional US Targeted Value ETF DFAT Stock Holding History

NorthCrest Asset Manangement’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 		$2.48M Buy
+35,853
New +$2.4M 0.06% 220

Other funds holding DFAT

AC
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

NorthCrest Asset Manangement's DFAT Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 35,853 shares worth $2.48M. The stake represents 0.06% of the portfolio and ranks #220 among its holdings.

170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • NorthCrest Asset Manangement held 35,853 shares of Dimensional US Targeted Value ETF worth $2.48M as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new NorthCrest Asset Manangement position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.06% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #220 holding.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.