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

Seneschal 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	$7.46M	Sell	106,795 -3,365	-3%	-$225K	5.11%	5
2026 Q1	$6.88M	Buy	110,160 +838	+0.8%	+$53.2K	5.11%	5
2025 Q4	$6.51M	Sell	109,322 -4,271	-4%	-$249K	4.79%	5
2025 Q3	$6.61M	Buy	113,593 +1,689	+2%	+$96.2K	4.8%	5
2025 Q2	$6.04M	Sell	111,904 -481	-0.4%	-$24.5K	4.76%	5
2025 Q1	$5.79M	Buy	112,385 +232	+0.2%	+$12.8K	4.97%	6
2024 Q4	$6.24M	Buy	+112,153	New	+$6.42M	5.22%	5

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

Seneschal Advisors's DFAT Position: Q2 2026 in Review

Seneschal Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 3.1% in Q2 2026, selling an estimated $225K and leaving 106,795 shares worth $7.46M. The position accounts for 5.11% of the portfolio, ranked #5.

Seneschal Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Seneschal Advisors held 106,795 shares of Dimensional US Targeted Value ETF worth $7.46M as of Q2 2026.
Seneschal Advisors sold 3,365 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $225K.
Dimensional US Targeted Value ETF made up 5.11% of Seneschal Advisors's portfolio in Q2 2026, its #5 holding.
Seneschal Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.