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SageView Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SageView Advisory Group’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 		$912K Sell
13,044
-371
-3% -$24.8K 0.03% 259
2026
Q1 		$838K Sell
13,415
-9,027
-40% -$573K 0.03% 255
2025
Q4 		$1.34M Sell
22,442
-427
-2% -$24.9K 0.05% 215
2025
Q3 		$1.33M Buy
22,869
+8,507
+59% +$485K 0.05% 230
2025
Q2 		$806K Sell
14,362
-4,573
-24% -$233K 0.03% 273
2025
Q1 		$975K Buy
18,935
+372
+2% +$20.5K 0.04% 229
2024
Q4 		$1.03M Buy
18,563
+11,705
+171% +$670K 0.04% 218
2024
Q3 		$382K Sell
6,858
-3,054
-31% -$165K 0.02% 343
2024
Q2 		$514K Buy
9,912
+4,936
+99% +$259K 0.02% 335
2024
Q1 		$271K Sell
4,976
-1,320
-21% -$68K 0.01% 438
2023
Q4 		$327K Buy
+6,296
New +$294K 0.01% 482

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

SageView Advisory Group's DFAT Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.8% in Q2 2026, selling an estimated $24.8K and leaving 13,044 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #259.

SageView Advisory Group first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • SageView Advisory Group held 13,044 shares of Dimensional US Targeted Value ETF worth $912K as of Q2 2026.
  • SageView Advisory Group sold 371 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $24.8K.
  • Dimensional US Targeted Value ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #259 holding.
  • SageView Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • SageView Advisory Group's Dimensional US Targeted Value ETF position peaked at $1.34M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.