SWA
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ShankerValleau Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

ShankerValleau Wealth 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 		$14.6M Sell
209,327
-6,017
-3% -$402K 3.85% 10
2026
Q1 		$13.4M Buy
215,344
+2,485
+1% +$158K 3.79% 10
2025
Q4 		$12.7M Sell
212,859
-515
-0.2% -$30.1K 3.43% 10
2025
Q3 		$12.4M Sell
213,374
-6,908
-3% -$393K 3.19% 10
2025
Q2 		$11.9M Buy
220,282
+5,781
+3% +$294K 3.39% 10
2025
Q1 		$11M Buy
214,501
+28,402
+15% +$1.56M 3.59% 10
2024
Q4 		$10.4M Sell
186,099
-7,770
-4% -$445K 3.33% 10
2024
Q3 		$10.8M Buy
193,869
+2,445
+1% +$132K 3.67% 8
2024
Q2 		$9.93M Buy
191,424
+883
+0.5% +$46.3K 4.25% 8
2024
Q1 		$10.4M Buy
190,541
+1,106
+0.6% +$56.9K 4.77% 8
2023
Q4 		$9.91M Sell
189,435
-3,034
-2% -$142K 5.05% 7
2023
Q3 		$8.79M Buy
192,469
+1,710
+0.9% +$81.2K 4.94% 7
2023
Q2 		$8.85M Buy
190,759
+672
+0.4% +$29.5K 4.87% 7
2023
Q1 		$8.46M Buy
190,087
+4,044
+2% +$188K 4.91% 7
2022
Q4 		$8.18M Sell
186,043
-10,818
-5% -$475K 5.07% 7
2022
Q3 		$7.67M Sell
196,861
-6,832
-3% -$291K 5.19% 7
2022
Q2 		$8.19M Sell
203,693
-3,952
-2% -$173K 5.33% 7
2022
Q1 		$9.67M Sell
207,645
-3,875
-2% -$180K 5.8% 6
2021
Q4 		$10.1M Buy
+211,520
New +$9.93M 5.78% 6

Other funds holding DFAT

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
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
EF
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
PL
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

ShankerValleau Wealth Advisors's DFAT Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.8% in Q2 2026, selling an estimated $402K and leaving 209,327 shares worth $14.6M. The position accounts for 3.85% of the portfolio, ranked #10.

ShankerValleau Wealth Advisors first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 212 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • ShankerValleau Wealth Advisors held 209,327 shares of Dimensional US Targeted Value ETF worth $14.6M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 6,017 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $402K.
  • Dimensional US Targeted Value ETF made up 3.85% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • ShankerValleau Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.