Physician Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Physician Wealth Advisors’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	$2.52K	Hold	36	–	–	﹤0.01%	1404
2026 Q1	$2.25K	Hold	36	–	–	﹤0.01%	1298
2025 Q4	$2.14K	Hold	36	–	–	﹤0.01%	1259
2025 Q3	$2.1K	Hold	36	–	–	﹤0.01%	1203
2025 Q2	$1.94K	Hold	36	–	–	﹤0.01%	1057
2025 Q1	$1.85K	Hold	36	–	–	﹤0.01%	882
2024 Q4	$2K	Buy	+36	New	+$2.06K	﹤0.01%	848

Other funds holding DFAT

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Physician Wealth Advisors's DFAT Position: Q2 2026 in Review

Physician Wealth Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 36 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Physician Wealth Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Physician Wealth Advisors held 36 shares of Dimensional US Targeted Value ETF worth $2.52K as of Q2 2026.
Physician Wealth Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1404 holding.
Physician Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.