Register Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Register Financial 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	$234K	Buy	+3,342	New	+$223K	0.07%	222

Other funds holding DFAT

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Register Financial Advisors's DFAT Position: Q2 2026 in Review

Register Financial Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,342 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Register Financial Advisors held 3,342 shares of Dimensional US Targeted Value ETF worth $234K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Register Financial Advisors position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.07% of Register Financial Advisors's portfolio in Q2 2026, its #222 holding.
436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.