Ridgewood Investments’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Ridgewood Investments’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	$525K	Buy	7,513 +14	+0.2%	+$936	0.2%	141
2026 Q1	$468K	Buy	+7,499	New	+$476K	0.19%	141
2025 Q3	$435K	Buy	7,469 +20	+0.3%	+$1.14K	0.18%	140
2025 Q2	$402K	Buy	7,449 +2,892	+63%	+$147K	0.17%	136
2025 Q1	$235K	Buy	4,557 +9	+0.2%	+$495	0.11%	170
2024 Q4	$253K	Buy	4,548 +12	+0.3%	+$687	0.12%	157
2024 Q3	$252K	Buy	4,536 +11	+0.2%	+$595	0.13%	151
2024 Q2	$235K	Buy	4,525 +12	+0.3%	+$629	0.12%	163
2024 Q1	$246K	Buy	4,513 +6	+0.1%	+$309	0.13%	163
2023 Q4	$236K	Buy	4,507 +11	+0.2%	+$514	0.14%	157
2023 Q3	$205K	Buy	4,496 +11	+0.2%	+$522	0.13%	157
2023 Q2	$208K	Buy	4,485 +13	+0.3%	+$571	0.12%	164
2023 Q1	$199K	Buy	+4,472	New	+$207K	0.12%	169
2022 Q1	–	Sell	-4,423	Closed	-$210K	–	201
2021 Q4	$210K	Buy	+4,423	New	+$208K	0.13%	182

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

Ridgewood Investments's DFAT Position: Q2 2026 in Review

Ridgewood Investments increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.19% in Q2 2026, buying an estimated $936 and bringing the position to 7,513 shares worth $525K. The position accounts for 0.2% of the portfolio, ranked #141.

Ridgewood Investments first reported a position in DFAT in Q4 2021 and has held it in 14 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Ridgewood Investments held 7,513 shares of Dimensional US Targeted Value ETF worth $525K as of Q2 2026.
Ridgewood Investments bought 14 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $936.
Dimensional US Targeted Value ETF made up 0.2% of Ridgewood Investments's portfolio in Q2 2026, its #141 holding.
Ridgewood Investments first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 14 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.