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RAM Investment Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

RAM Investment 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 		$680K Hold
9,732
– – 0.11% 60
2026
Q1 		$608K Sell
9,732
-1,494
-13% -$94.9K 0.11% 59
2025
Q4 		$668K Sell
11,226
-600
-5% -$35K 0.12% 54
2025
Q3 		$688K Hold
11,826
– – 0.13% 51
2025
Q2 		$638K Hold
11,826
– – 0.13% 47
2025
Q1 		$609K Hold
11,826
– – 0.15% 44
2024
Q4 		$658K Hold
11,826
– – 0.16% 41
2024
Q3 		$658K Hold
11,826
– – 0.17% 37
2024
Q2 		$613K Sell
11,826
-110
-0.9% -$5.77K 0.18% 38
2024
Q1 		$650K Hold
11,936
– – 0.2% 32
2023
Q4 		$625K Hold
11,936
– – 0.22% 29
2023
Q3 		$545K Hold
11,936
– – 0.23% 29
2023
Q2 		$554K Hold
11,936
– – 0.23% 31
2023
Q1 		$531K Hold
11,936
– – 0.29% 28
2022
Q4 		$525K Buy
+11,936
New +$524K 0.32% 25

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

RAM Investment Partners's DFAT Position: Q2 2026 in Review

RAM Investment Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 9,732 shares worth $680K. The position accounts for 0.11% of the portfolio, ranked #60.

RAM Investment Partners first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $688K in Q3 2025. 443 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • RAM Investment Partners held 9,732 shares of Dimensional US Targeted Value ETF worth $680K as of Q2 2026.
  • RAM Investment Partners left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.11% of RAM Investment Partners's portfolio in Q2 2026, its #60 holding.
  • RAM Investment Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • RAM Investment Partners's Dimensional US Targeted Value ETF position peaked at $688K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.