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Plante Moran Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Plante Moran Financial 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 		$877K Sell
12,547
-799
-6% -$53.4K 0.04% 58
2026
Q1 		$833K Sell
13,346
-1,003
-7% -$63.7K 0.05% 58
2025
Q4 		$854K Hold
14,349
– – 0.05% 60
2025
Q3 		$835K Buy
14,349
+2
+0% +$114 0.05% 55
2025
Q2 		$774K Buy
14,347
+311
+2% +$15.8K 0.05% 59
2025
Q1 		$723K Sell
14,036
-643
-4% -$35.4K 0.06% 59
2024
Q4 		$817K Buy
14,679
+693
+5% +$39.6K 0.07% 53
2024
Q3 		$778K Hold
13,986
– – 0.07% 57
2024
Q2 		$725K Hold
13,986
– – 0.07% 58
2024
Q1 		$761K Hold
13,986
– – 0.08% 58
2023
Q4 		$732K Sell
13,986
-417
-3% -$19.5K 0.08% 63
2023
Q3 		$658K Sell
14,403
-721
-5% -$34.2K 0.08% 59
2023
Q2 		$702K Sell
15,124
-1,373
-8% -$60.3K 0.08% 58
2023
Q1 		$734K Sell
16,497
-1,128
-6% -$52.3K 0.1% 58
2022
Q4 		$775K Buy
17,625
+6
+0% +$264 0.11% 57
2022
Q3 		$687K Buy
17,619
+6
+0% +$256 0.12% 59
2022
Q2 		$708K Sell
17,613
-1,125
-6% -$49.3K 0.12% 60
2022
Q1 		$873K Buy
18,738
+562
+3% +$26.2K 0.16% 56
2021
Q4 		$864K Sell
18,176
-1,460
-7% -$68.6K 0.14% 61
2021
Q3 		$872K Sell
19,636
-3,832
-16% -$170K 0.19% 56
2021
Q2 		$1.05M Buy
+23,468
New +$1.05M 0.26% 46

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

Plante Moran Financial Advisors's DFAT Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 6% in Q2 2026, selling an estimated $53.4K and leaving 12,547 shares worth $877K. The position accounts for 0.04% of the portfolio, ranked #58.

Plante Moran Financial Advisors first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.05M in Q2 2021. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Plante Moran Financial Advisors held 12,547 shares of Dimensional US Targeted Value ETF worth $877K as of Q2 2026.
  • Plante Moran Financial Advisors sold 799 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $53.4K.
  • Dimensional US Targeted Value ETF made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Plante Moran Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Plante Moran Financial Advisors's Dimensional US Targeted Value ETF position peaked at $1.05M in Q2 2021.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.