NPAN
DFAT icon

Northeast Planning Associates NH’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Northeast Planning Associates NH’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 		$204K Buy
+2,912
New +$195K 0.15% 65

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
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
TI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Northeast Planning Associates NH's DFAT Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 2,912 shares worth $204K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings.

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

  • Northeast Planning Associates NH held 2,912 shares of Dimensional US Targeted Value ETF worth $204K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Northeast Planning Associates NH position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.15% of Northeast Planning Associates NH's portfolio in Q2 2026, its #65 holding.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.