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Root Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Root Financial Partners’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 		$2.11M Sell
30,205
-3,134
-9% -$209K 0.08% 74
2026
Q1 		$2.08M Buy
33,339
+5,875
+21% +$373K 0.1% 62
2025
Q4 		$1.64M Sell
27,464
-2,723
-9% -$159K 0.08% 68
2025
Q3 		$1.76M Buy
30,187
+1,826
+6% +$104K 0.11% 59
2025
Q2 		$1.53M Buy
28,361
+5,535
+24% +$282K 0.15% 54
2025
Q1 		$1.18M Buy
22,826
+11,578
+103% +$637K 0.13% 58
2024
Q4 		$626K Sell
11,248
-7,516
-40% -$430K 0.08% 99
2024
Q3 		$1.04M Sell
18,764
-536
-3% -$29K 0.17% 48
2024
Q2 		$1M Sell
19,300
-6,036
-24% -$317K 0.23% 35
2024
Q1 		$1.38M Sell
25,336
-1,485
-6% -$76.4K 0.41% 29
2023
Q4 		$1.4M Sell
26,821
-819
-3% -$38.3K 0.53% 24
2023
Q3 		$1.26M Sell
27,640
-1,775
-6% -$84.3K 0.67% 20
2023
Q2 		$1.36M Sell
29,415
-2,419
-8% -$106K 0.81% 17
2023
Q1 		$1.42M Buy
+31,834
New +$1.48M 1.01% 18

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

Root Financial Partners's DFAT Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 9.4% in Q2 2026, selling an estimated $209K and leaving 30,205 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #74.

Root Financial Partners first reported a position in DFAT in Q1 2023 and has held it in 14 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Root Financial Partners held 30,205 shares of Dimensional US Targeted Value ETF worth $2.11M as of Q2 2026.
  • Root Financial Partners sold 3,134 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $209K.
  • Dimensional US Targeted Value ETF made up 0.08% of Root Financial Partners's portfolio in Q2 2026, its #74 holding.
  • Root Financial Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.