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Retirement Wealth Solutions’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Retirement Wealth Solutions’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 		$86.5K Hold
1,237
– – 0.05% 82
2026
Q1 		$77.3K Hold
1,237
– – 0.05% 74
2025
Q4 		$73.7K Hold
1,237
– – 0.05% 77
2025
Q3 		$72K Buy
+1,237
New +$70.5K 0.05% 75

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

Retirement Wealth Solutions's DFAT Position: Q2 2026 in Review

Retirement Wealth Solutions held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 1,237 shares worth $86.5K. The position accounts for 0.05% of the portfolio, ranked #82.

Retirement Wealth Solutions first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Retirement Wealth Solutions held 1,237 shares of Dimensional US Targeted Value ETF worth $86.5K as of Q2 2026.
  • Retirement Wealth Solutions left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #82 holding.
  • Retirement Wealth Solutions first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.