Redwood Park Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Redwood Park Advisors’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	$3.23M	Sell	46,201 -966	-2%	-$64.6K	2.12%	12
2026 Q1	$2.95M	Sell	47,167 -93	-0.2%	-$5.91K	1.96%	12
2025 Q4	$2.81M	Buy	47,260 +5,340	+13%	+$312K	1.91%	12
2025 Q3	$2.44M	Buy	41,920 +1,932	+5%	+$110K	1.61%	12
2025 Q2	$2.16M	Buy	39,988 +2,534	+7%	+$129K	1.46%	12
2025 Q1	$1.93M	Sell	37,454 -1,104	-3%	-$60.8K	1.55%	12
2024 Q4	$2.15M	Buy	+38,558	New	+$2.21M	1.47%	12

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Redwood Park Advisors's DFAT Position: Q2 2026 in Review

Redwood Park Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2% in Q2 2026, selling an estimated $64.6K and leaving 46,201 shares worth $3.23M. The position accounts for 2.12% of the portfolio, ranked #12.

Redwood Park Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Redwood Park Advisors held 46,201 shares of Dimensional US Targeted Value ETF worth $3.23M as of Q2 2026.
Redwood Park Advisors sold 966 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $64.6K.
Dimensional US Targeted Value ETF made up 2.12% of Redwood Park Advisors's portfolio in Q2 2026, its #12 holding.
Redwood Park Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Redwood Park Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.