Parkshore Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Parkshore Wealth Management’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	$7.48M	Sell	107,010 -4,781	-4%	-$319K	2.15%	12
2026 Q1	$6.98M	Buy	111,791 +318	+0.3%	+$20.2K	2.33%	12
2025 Q4	$6.64M	Sell	111,473 -1,169	-1%	-$68.2K	2.49%	12
2025 Q3	$6.56M	Sell	112,642 -447	-0.4%	-$25.5K	2.67%	12
2025 Q2	$6.1M	Buy	113,089 +19,820	+21%	+$1.01M	2.98%	11
2025 Q1	$4.8M	Sell	93,269 -1,750	-2%	-$96.3K	2.79%	11
2024 Q4	$5.29M	Buy	+95,019	New	+$5.44M	3.18%	7

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

Parkshore Wealth Management's DFAT Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4.3% in Q2 2026, selling an estimated $319K and leaving 107,010 shares worth $7.48M. The position accounts for 2.15% of the portfolio, ranked #12.

Parkshore Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Parkshore Wealth Management held 107,010 shares of Dimensional US Targeted Value ETF worth $7.48M as of Q2 2026.
Parkshore Wealth Management sold 4,781 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $319K.
Dimensional US Targeted Value ETF made up 2.15% of Parkshore Wealth Management's portfolio in Q2 2026, its #12 holding.
Parkshore Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.