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Shira Ridge Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Shira Ridge Wealth Management’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 		$909K Sell
13,004
-194
-1% -$13K 0.32% 38
2026
Q1 		$824K Sell
13,198
-273
-2% -$17.3K 0.33% 37
2025
Q4 		$802K Sell
13,471
-43,232
-76% -$2.52M 0.32% 41
2025
Q3 		$3.3M Sell
56,703
-68
-0.1% -$3.87K 1.4% 22
2025
Q2 		$3.06M Sell
56,771
-821
-1% -$41.8K 1.4% 21
2025
Q1 		$2.97M Sell
57,592
-3,494
-6% -$192K 1.48% 20
2024
Q4 		$3.4M Sell
61,086
-5,380
-8% -$308K 1.66% 19
2024
Q3 		$3.7M Sell
66,466
-12,218
-16% -$661K 1.89% 13
2024
Q2 		$4.08M Buy
78,684
+1,265
+2% +$66.4K 2.27% 11
2024
Q1 		$4.21M Sell
77,419
-1,561
-2% -$80.4K 2.41% 11
2023
Q4 		$4.13M Buy
78,980
+485
+0.6% +$22.7K 2.48% 10
2023
Q3 		$3.59M Buy
78,495
+1,670
+2% +$79.3K 2.36% 13
2023
Q2 		$3.56M Sell
76,825
-400
-0.5% -$17.6K 2.23% 14
2023
Q1 		$3.44M Buy
77,225
+3,225
+4% +$150K 2.27% 15
2022
Q4 		$3.25M Buy
+74,000
New +$3.25M 2.24% 17

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
PWP
Parkwoods Wealth Partners Syracuse, New York $622M AUM 24.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Shira Ridge Wealth Management's DFAT Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.5% in Q2 2026, selling an estimated $13K and leaving 13,004 shares worth $909K. The position accounts for 0.32% of the portfolio, ranked #38.

Shira Ridge Wealth Management first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.21M in Q1 2024. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Shira Ridge Wealth Management held 13,004 shares of Dimensional US Targeted Value ETF worth $909K as of Q2 2026.
  • Shira Ridge Wealth Management sold 194 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $13K.
  • Dimensional US Targeted Value ETF made up 0.32% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Dimensional US Targeted Value ETF position peaked at $4.21M in Q1 2024.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.