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Prudent Man Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Prudent Man Investment 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 		$900K Sell
15,118
-12
-0.1% -$802 0.31% 12
2026
Q1 		$901K Hold
15,130
– – 0.3% 12
2025
Q4 		$901K Sell
15,130
-1,015
-6% -$59.2K 0.3% 12
2025
Q3 		$899K Sell
16,145
-111
-0.7% -$6.32K 0.5% 13
2025
Q2 		$905K Hold
16,256
– – 0.5% 13
2025
Q1 		$905K Hold
16,256
– – 0.5% 13
2024
Q4 		$905K Buy
+16,256
New +$930K 0.5% 13

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Prudent Man Investment Management's DFAT Position: Q2 2026 in Review

Prudent Man Investment Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.08% in Q2 2026, selling an estimated $802 and leaving 15,118 shares worth $900K. The position accounts for 0.31% of the portfolio, ranked #12.

Prudent Man Investment Management first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $905K in Q2 2025. 461 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Prudent Man Investment Management held 15,118 shares of Dimensional US Targeted Value ETF worth $900K as of Q2 2026.
  • Prudent Man Investment Management sold 12 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $802.
  • Dimensional US Targeted Value ETF made up 0.31% of Prudent Man Investment Management's portfolio in Q2 2026, its #12 holding.
  • Prudent Man Investment Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Dimensional US Targeted Value ETF position peaked at $905K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.