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Novak & Powell Financial Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Novak & Powell Financial Services’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 		$230K Hold
3,290
– – 0.11% 155
2026
Q1 		$205K Buy
+3,290
New +$209K 0.11% 157

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IFA
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PFA
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FPAS
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SC
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EWA
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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

Novak & Powell Financial Services's DFAT Position: Q2 2026 in Review

Novak & Powell Financial Services held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 3,290 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #155.

Novak & Powell Financial Services first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Novak & Powell Financial Services held 3,290 shares of Dimensional US Targeted Value ETF worth $230K as of Q2 2026.
  • Novak & Powell Financial Services left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.11% of Novak & Powell Financial Services's portfolio in Q2 2026, its #155 holding.
  • Novak & Powell Financial Services first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.