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

Physician Wealth Solutions’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 		$5.12M Sell
73,270
-217
-0.3% -$14.5K 1.94% 18
2026
Q1 		$4.59M Hold
73,487
– – 1.9% 17
2025
Q4 		$4.38M Hold
73,487
– – 1.86% 18
2025
Q3 		$4.28M Sell
73,487
-318
-0.4% -$18.1K 1.87% 18
2025
Q2 		$3.98M Buy
73,805
+10,732
+17% +$547K 1.85% 18
2025
Q1 		$3.25M Buy
63,073
+2,182
+4% +$120K 1.63% 18
2024
Q4 		$3.39M Sell
60,891
-4
-0% -$229 1.7% 17
2024
Q3 		$3.39M Sell
60,895
-2
-0% -$108 1.69% 17
2024
Q2 		$3.16M Sell
60,897
-14
-0% -$734 2.25% 15
2024
Q1 		$3.32M Sell
60,911
-156
-0.3% -$8.03K 2.78% 13
2023
Q4 		$3.2M Buy
+61,067
New +$2.85M 3.19% 14

Other funds holding DFAT

AC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
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
PL
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 Solutions's DFAT Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.3% in Q2 2026, selling an estimated $14.5K and leaving 73,270 shares worth $5.12M. The position accounts for 1.94% of the portfolio, ranked #18.

Physician Wealth Solutions first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Physician Wealth Solutions held 73,270 shares of Dimensional US Targeted Value ETF worth $5.12M as of Q2 2026.
  • Physician Wealth Solutions sold 217 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $14.5K.
  • Dimensional US Targeted Value ETF made up 1.94% of Physician Wealth Solutions's portfolio in Q2 2026, its #18 holding.
  • Physician Wealth Solutions first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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