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

Sequoia Financial 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	$97.3M	Buy	1,391,428 +18,136	+1%	+$1.21M	0.48%	44
2026 Q1	$85.8M	Buy	1,373,292 +33,366	+2%	+$2.12M	0.48%	45
2025 Q4	$79.8M	Buy	1,339,926 +44,552	+3%	+$2.6M	0.44%	49
2025 Q3	$75.4M	Buy	1,295,374 +34,024	+3%	+$1.94M	0.46%	46
2025 Q2	$68.1M	Buy	1,261,350 +246,921	+24%	+$12.6M	0.47%	48
2025 Q1	$52.2M	Buy	1,014,429 +216,339	+27%	+$11.9M	0.4%	56
2024 Q4	$44.4M	Buy	798,090 +14,397	+2%	+$824K	0.43%	53
2024 Q3	$43.6M	Buy	783,693 +29,087	+4%	+$1.57M	0.47%	49
2024 Q2	$39.1M	Buy	754,606 +36,250	+5%	+$1.9M	0.47%	48
2024 Q1	$39.1M	Buy	718,356 +14,886	+2%	+$766K	0.49%	45
2023 Q4	$36.8M	Buy	703,470 +26,137	+4%	+$1.22M	0.46%	47
2023 Q3	$30.9M	Buy	677,333 +6,376	+1%	+$303K	0.54%	41
2023 Q2	$31.1M	Sell	670,957 -10,191	-1%	-$447K	0.53%	38
2023 Q1	$30.3M	Buy	681,148 +163,443	+32%	+$7.58M	0.67%	30
2022 Q4	$22.8M	Buy	517,705 +106,600	+26%	+$4.68M	0.56%	33
2022 Q3	$16M	Buy	411,105 +15,300	+4%	+$653K	0.51%	36
2022 Q2	$15.9M	Buy	395,805 +23,560	+6%	+$1.03M	0.45%	37
2022 Q1	$17.3M	Buy	372,245 +14,560	+4%	+$678K	0.43%	39
2021 Q4	$17M	Buy	+357,685	New	+$16.8M	0.46%	35

Other funds holding DFAT

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

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Sequoia Financial Advisors's DFAT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.3% in Q2 2026, buying an estimated $1.21M and bringing the position to 1,391,428 shares worth $97.3M. The position accounts for 0.48% of the portfolio, ranked #44.

Sequoia Financial Advisors first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Sequoia Financial Advisors held 1,391,428 shares of Dimensional US Targeted Value ETF worth $97.3M as of Q2 2026.
Sequoia Financial Advisors bought 18,136 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.21M.
Dimensional US Targeted Value ETF made up 0.48% of Sequoia Financial Advisors's portfolio in Q2 2026, its #44 holding.
Sequoia Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.