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Rockwood Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rockwood Wealth Management’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 		$2.53M Hold
36,207
– – 0.16% 28
2026
Q1 		$2.26M Sell
36,207
-1,272
-3% -$80.8K 0.16% 26
2025
Q4 		$2.23M Buy
37,479
+515
+1% +$30.1K 0.17% 26
2025
Q3 		$2.15M Buy
36,964
+9,020
+32% +$514K 0.17% 26
2025
Q2 		$1.51M Sell
27,944
-14,830
-35% -$755K 0.13% 31
2025
Q1 		$2.2M Buy
42,774
+143
+0.3% +$7.87K 0.22% 26
2024
Q4 		$2.37M Buy
42,631
+4
+0% +$229 0.26% 24
2024
Q3 		$2.37M Buy
42,627
+5
+0% +$270 0.26% 21
2024
Q2 		$2.21M Buy
42,622
+22,722
+114% +$1.19M 0.27% 22
2024
Q1 		$1.08M Hold
19,900
– – 0.14% 31
2023
Q4 		$1.04M Buy
19,900
+476
+2% +$22.3K 0.15% 31
2023
Q3 		$887K Buy
19,424
+1,231
+7% +$58.5K 0.15% 29
2023
Q2 		$844K Sell
18,193
-807
-4% -$35.4K 0.14% 32
2023
Q1 		$846K Buy
19,000
+1,831
+11% +$84.9K 0.17% 30
2022
Q4 		$755K Buy
17,169
+2,210
+15% +$97.1K 0.18% 30
2022
Q3 		$583K Sell
14,959
-7,849
-34% -$335K 0.19% 33
2022
Q2 		$917K Buy
22,808
+7,789
+52% +$342K 0.43% 19
2022
Q1 		$700K Buy
+15,019
New +$699K 0.34% 29

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Rockwood Wealth Management's DFAT Position: Q2 2026 in Review

Rockwood Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 36,207 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #28.

Rockwood Wealth Management first reported a position in DFAT in Q1 2022 and has held it in 18 quarters since. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Rockwood Wealth Management held 36,207 shares of Dimensional US Targeted Value ETF worth $2.53M as of Q2 2026.
  • Rockwood Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.16% of Rockwood Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Rockwood Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.