Rehmann Capital Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rehmann Capital Advisory Group’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	$2.46M	Sell	35,172 -327	-0.9%	-$21.9K	0.11%	134
2026 Q1	$2.22M	Sell	35,499 -661	-2%	-$42K	0.12%	134
2025 Q4	$2.15M	Sell	36,160 -68	-0.2%	-$3.97K	0.11%	135
2025 Q3	$2.11M	Buy	36,228 +594	+2%	+$33.8K	0.12%	127
2025 Q2	$1.92M	Buy	35,634 +368	+1%	+$18.7K	0.12%	129
2025 Q1	$1.82M	Buy	35,266 +1,168	+3%	+$64.3K	0.11%	135
2024 Q4	$1.9M	Buy	34,098 +820	+2%	+$46.9K	0.12%	133
2024 Q3	$1.85M	Buy	33,278 +979	+3%	+$52.9K	0.12%	130
2024 Q2	$1.68M	Buy	32,299 +439	+1%	+$23K	0.12%	139
2024 Q1	$1.73M	Buy	31,860 +402	+1%	+$20.7K	0.13%	132
2023 Q4	$1.65M	Sell	31,458 -570	-2%	-$26.6K	0.14%	123
2023 Q3	$1.46M	Sell	32,028 -3,013	-9%	-$143K	0.14%	120
2023 Q2	$1.63M	Buy	35,041 +1,154	+3%	+$50.6K	0.15%	117
2023 Q1	$1.51M	Buy	33,887 +2,778	+9%	+$129K	0.14%	125
2022 Q4	$1.37M	Sell	31,109 -4,333	-12%	-$190K	0.14%	135
2022 Q3	$1.38M	Buy	35,442 +19,308	+120%	+$824K	0.15%	125
2022 Q2	$649K	Sell	16,134 -7,942	-33%	-$348K	0.07%	236
2022 Q1	$1.12M	Buy	24,076 +11,131	+86%	+$518K	0.11%	170
2021 Q4	$615K	Buy	12,945 +7,706	+147%	+$362K	0.06%	274
2021 Q3	$233K	Buy	+5,239	New	+$232K	0.02%	493

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

Rehmann Capital Advisory Group's DFAT Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.92% in Q2 2026, selling an estimated $21.9K and leaving 35,172 shares worth $2.46M. The position accounts for 0.11% of the portfolio, ranked #134.

Rehmann Capital Advisory Group first reported a position in DFAT in Q3 2021 and has held it in 20 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Rehmann Capital Advisory Group held 35,172 shares of Dimensional US Targeted Value ETF worth $2.46M as of Q2 2026.
Rehmann Capital Advisory Group sold 327 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $21.9K.
Dimensional US Targeted Value ETF made up 0.11% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #134 holding.
Rehmann Capital Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 20 quarters since.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.