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

Signal Advisors Wealth’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 		$1.14M Buy
16,372
+11,036
+207% +$737K 0.06% 253
2026
Q1 		$333K Buy
5,336
+1,366
+34% +$86.8K 0.02% 450
2025
Q4 		$236K Buy
+3,970
New +$232K 0.02% 464

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
SC
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

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

Signal Advisors Wealth increased its Dimensional US Targeted Value ETF (DFAT) stake by 207% in Q2 2026, buying an estimated $737K and bringing the position to 16,372 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #253.

Signal Advisors Wealth first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Signal Advisors Wealth held 16,372 shares of Dimensional US Targeted Value ETF worth $1.14M as of Q2 2026.
  • Signal Advisors Wealth bought 11,036 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $737K.
  • Dimensional US Targeted Value ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #253 holding.
  • Signal Advisors Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.