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Prism Planning Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Prism Planning Partners’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 		$258K Sell
3,692
-40
-1% -$2.67K 0.27% 30
2026
Q1 		$233K Hold
3,732
– – 0.28% 30
2025
Q4 		$222K Buy
+3,732
New +$218K 0.25% 42

Other funds holding DFAT

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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

Prism Planning Partners's DFAT Position: Q2 2026 in Review

Prism Planning Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q2 2026, selling an estimated $2.67K and leaving 3,692 shares worth $258K. The position accounts for 0.27% of the portfolio, ranked #30.

Prism Planning Partners first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Prism Planning Partners held 3,692 shares of Dimensional US Targeted Value ETF worth $258K as of Q2 2026.
  • Prism Planning Partners sold 40 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $2.67K.
  • Dimensional US Targeted Value ETF made up 0.27% of Prism Planning Partners's portfolio in Q2 2026, its #30 holding.
  • Prism Planning Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.