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Richard Young Associates’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Richard Young Associates’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 		$39M Sell
558,629
-347
-0.1% -$23.2K 25.95% 1
2026
Q1 		$34.9M Buy
558,976
+5,266
+1% +$334K 26.51% 1
2025
Q4 		$33M Buy
+553,710
New +$32.3M 25.75% 1

Other funds holding DFAT

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

Richard Young Associates's DFAT Position: Q2 2026 in Review

Richard Young Associates reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.06% in Q2 2026, selling an estimated $23.2K and leaving 558,629 shares worth $39M. The position accounts for 25.95% of the portfolio, ranked #1.

Richard Young Associates first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Richard Young Associates held 558,629 shares of Dimensional US Targeted Value ETF worth $39M as of Q2 2026.
  • Richard Young Associates sold 347 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $23.2K.
  • Dimensional US Targeted Value ETF made up 25.95% of Richard Young Associates's portfolio in Q2 2026, its #1 holding.
  • Richard Young Associates first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.