Pacifica Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pacifica Partners’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	$275K	Hold	4,000	–	–	0.08%	100
2026 Q1	$250K	Hold	4,000	–	–	0.08%	101
2025 Q4	$240K	Hold	4,000	–	–	0.11%	93
2025 Q3	$233K	Hold	4,000	–	–	0.08%	105
2025 Q2	$215K	Sell	4,000 -224	-5%	-$11.4K	0.09%	104
2025 Q1	$204K	Hold	4,224	–	–	0.09%	102
2024 Q4	$234K	Hold	4,224	–	–	0.1%	94
2024 Q3	$235K	Hold	4,224	–	–	0.1%	100
2024 Q2	$218K	Hold	4,224	–	–	0.09%	99
2024 Q1	$223K	Hold	4,224	–	–	0.1%	99
2023 Q4	$202K	Sell	4,224 -116	-3%	-$5.42K	0.1%	101
2023 Q3	$192K	Buy	4,340 +116	+3%	+$5.51K	0.1%	95
2023 Q2	$194K	Hold	4,224	–	–	0.11%	91
2023 Q1	$181K	Sell	4,224 -2,031	-32%	-$94.2K	0.11%	95
2022 Q4	$284K	Sell	6,255 -908	-13%	-$39.9K	0.19%	72
2022 Q3	$308K	Hold	7,163	–	–	0.22%	68
2022 Q2	$320K	Hold	7,163	–	–	0.22%	70
2022 Q1	$340K	Hold	7,163	–	–	0.22%	64
2021 Q4	$345K	Buy	+7,163	New	+$336K	0.23%	65

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Pacifica Partners's DFAT Position: Q2 2026 in Review

Pacifica Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,000 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #100.

Pacifica Partners first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $345K in Q4 2021. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Pacifica Partners held 4,000 shares of Dimensional US Targeted Value ETF worth $275K as of Q2 2026.
Pacifica Partners left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.08% of Pacifica Partners's portfolio in Q2 2026, its #100 holding.
Pacifica Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
Pacifica Partners's Dimensional US Targeted Value ETF position peaked at $345K in Q4 2021.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.