QFPS
DFAT icon

Quantum Financial Planning Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Quantum Financial Planning Services’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 		$8.42M Buy
120,431
+20,148
+20% +$1.35M 2.61% 8
2026
Q1 		$6.26M Buy
100,283
+12,048
+14% +$765K 2.25% 8
2025
Q4 		$5.25M Buy
88,235
+10,531
+14% +$614K 1.9% 8
2025
Q3 		$4.52M Buy
77,704
+9,467
+14% +$539K 1.83% 8
2025
Q2 		$3.68M Buy
68,237
+16,415
+32% +$836K 1.73% 7
2025
Q1 		$2.67M Buy
51,822
+5,207
+11% +$287K 1.46% 6
2024
Q4 		$2.59M Buy
+46,615
New +$2.67M 1.44% 6

Other funds holding DFAT

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
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
EF
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
PL
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

Quantum Financial Planning Services's DFAT Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Dimensional US Targeted Value ETF (DFAT) stake by 20% in Q2 2026, buying an estimated $1.35M and bringing the position to 120,431 shares worth $8.42M. The position accounts for 2.61% of the portfolio, ranked #8.

Quantum Financial Planning Services first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Quantum Financial Planning Services held 120,431 shares of Dimensional US Targeted Value ETF worth $8.42M as of Q2 2026.
  • Quantum Financial Planning Services bought 20,148 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.35M.
  • Dimensional US Targeted Value ETF made up 2.61% of Quantum Financial Planning Services's portfolio in Q2 2026, its #8 holding.
  • Quantum Financial Planning Services first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.