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

Peterson 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 		$57.2K Buy
818
+2
+0.2% +$134 0.03% 74
2026
Q1 		$50.9K Buy
+816
New +$51.8K 0.03% 69

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
SC
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

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

Peterson Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.25% in Q2 2026, buying an estimated $134 and bringing the position to 818 shares worth $57.2K. The position accounts for 0.03% of the portfolio, ranked #74.

Peterson Wealth Management first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Peterson Wealth Management held 818 shares of Dimensional US Targeted Value ETF worth $57.2K as of Q2 2026.
  • Peterson Wealth Management bought 2 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $134.
  • Dimensional US Targeted Value ETF made up 0.03% of Peterson Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Peterson Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.