RP
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Rowlandmiller & Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Rowlandmiller & 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 		$472K Hold
6,748
– – 0.09% 108
2026
Q1 		$421K Hold
6,748
– – 0.09% 109
2025
Q4 		$402K Hold
6,748
– – 0.08% 116
2025
Q3 		$393K Hold
6,748
– – 0.08% 116
2025
Q2 		$364K Hold
6,748
– – 0.08% 121
2025
Q1 		$347K Hold
6,748
– – 0.07% 121
2024
Q4 		$376K Hold
6,748
– – 0.08% 120
2024
Q3 		$375K Hold
6,748
– – 0.08% 117
2024
Q2 		$350K Hold
6,748
– – 0.08% 118
2024
Q1 		$367K Hold
6,748
– – 0.08% 117
2023
Q4 		$353K Hold
6,748
– – 0.08% 116
2023
Q3 		$308K Hold
6,748
– – 0.08% 120
2023
Q2 		$313K Hold
6,748
– – 0.07% 121
2023
Q1 		$300K Hold
6,748
– – 0.07% 122
2022
Q4 		$295K Hold
6,748
– – 0.07% 125
2022
Q3 		$263K Hold
6,748
– – 0.07% 124
2022
Q2 		$271K Hold
6,748
– – 0.07% 126
2022
Q1 		$314K Hold
6,748
– – 0.07% 118
2021
Q4 		$321K Buy
+6,748
New +$317K 0.07% 126
2021
Q3 		– Sell
-6,748
Closed -$302K – 155
2021
Q2 		$302K Buy
+6,748
New +$303K 0.07% 121

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

Rowlandmiller & Partners's DFAT Position: Q2 2026 in Review

Rowlandmiller & Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 6,748 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #108.

Rowlandmiller & Partners first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Rowlandmiller & Partners held 6,748 shares of Dimensional US Targeted Value ETF worth $472K as of Q2 2026.
  • Rowlandmiller & Partners left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.09% of Rowlandmiller & Partners's portfolio in Q2 2026, its #108 holding.
  • Rowlandmiller & Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.