Sanctuary Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sanctuary Advisors’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	$2.35M	Buy	33,578 +177	+0.5%	+$11.8K	0.01%	971
2026 Q1	$2.09M	Sell	33,401 -18,056	-35%	-$1.15M	0.01%	941
2025 Q4	$3.06M	Buy	51,457 +19,207	+60%	+$1.12M	0.02%	718
2025 Q3	$1.88M	Buy	32,250 +1,763	+6%	+$100K	0.01%	938
2025 Q2	$1.65M	Sell	30,487 -1,362	-4%	-$69.4K	0.01%	942
2025 Q1	$1.64M	Buy	31,849 +478	+2%	+$26.3K	0.01%	871
2024 Q4	$1.82M	Buy	31,371 +50	+0.2%	+$2.86K	0.01%	909
2024 Q3	$1.88M	Buy	31,321 +849	+3%	+$45.9K	0.01%	895
2024 Q2	$1.58M	Buy	+30,472	New	+$1.6M	0.01%	936

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

Sanctuary Advisors's DFAT Position: Q2 2026 in Review

Sanctuary Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.53% in Q2 2026, buying an estimated $11.8K and bringing the position to 33,578 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #971.

Sanctuary Advisors first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q4 2025. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Sanctuary Advisors held 33,578 shares of Dimensional US Targeted Value ETF worth $2.35M as of Q2 2026.
Sanctuary Advisors bought 177 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $11.8K.
Dimensional US Targeted Value ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #971 holding.
Sanctuary Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Dimensional US Targeted Value ETF position peaked at $3.06M in Q4 2025.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.