Shepherd Financial Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Shepherd Financial Partners’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	$215K	Buy	+3,079	New	+$206K	0.02%	244

Other funds holding DFAT

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Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $26.2B AUM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Shepherd Financial Partners's DFAT Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,079 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Shepherd Financial Partners held 3,079 shares of Dimensional US Targeted Value ETF worth $215K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Shepherd Financial Partners position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #244 holding.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.