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Pinnacle Associates’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pinnacle Associates’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 		$388K Hold
5,544
– – ﹤0.01% 755
2026
Q1 		$346K Buy
5,544
+60
+1% +$3.81K ﹤0.01% 753
2025
Q4 		$327K Hold
5,484
– – ﹤0.01% 760
2025
Q3 		$319K Buy
+5,484
New +$312K ﹤0.01% 737

Other funds holding DFAT

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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

Pinnacle Associates's DFAT Position: Q2 2026 in Review

Pinnacle Associates held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 5,544 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Pinnacle Associates first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Pinnacle Associates held 5,544 shares of Dimensional US Targeted Value ETF worth $388K as of Q2 2026.
  • Pinnacle Associates left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #755 holding.
  • Pinnacle Associates first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.