Princeton Global Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Princeton Global Asset 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	$175K	Hold	2,500	–	–	0.03%	234
2026 Q1	$156K	Hold	2,500	–	–	0.03%	232
2025 Q4	$149K	Hold	2,500	–	–	0.02%	227
2025 Q3	$146K	Hold	2,500	–	–	0.02%	218
2025 Q2	$135K	Sell	2,500 -361	-13%	-$18.4K	0.02%	220
2025 Q1	$147K	Hold	2,861	–	–	0.03%	203
2024 Q4	$159K	Sell	2,861 -700	-20%	-$40K	0.03%	207
2024 Q3	$198K	Hold	3,561	–	–	0.04%	189
2024 Q2	$185K	Hold	3,561	–	–	0.04%	174
2024 Q1	$194K	Buy	+3,561	New	+$183K	0.05%	164

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

Princeton Global Asset Management's DFAT Position: Q2 2026 in Review

Princeton Global Asset Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 2,500 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #234.

Princeton Global Asset Management first reported a position in DFAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $198K in Q3 2024. 187 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Princeton Global Asset Management held 2,500 shares of Dimensional US Targeted Value ETF worth $175K as of Q2 2026.
Princeton Global Asset Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #234 holding.
Princeton Global Asset Management first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 10 quarters since.
Princeton Global Asset Management's Dimensional US Targeted Value ETF position peaked at $198K in Q3 2024.
187 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.