Signature Estate & Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Signature Estate & Investment 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	$4.03M	Sell	57,635 -72	-0.1%	-$4.81K	0.07%	119
2026 Q1	$3.6M	Sell	57,707 -305	-0.5%	-$19.4K	0.07%	121
2025 Q4	$3.45M	Buy	58,012 +18,068	+45%	+$1.05M	0.07%	123
2025 Q3	$2.33M	Buy	39,944 +12,144	+44%	+$692K	0.05%	153
2025 Q2	$1.5M	Buy	27,800 +5,593	+25%	+$285K	0.03%	186
2025 Q1	$1.14M	Buy	22,207 +4,627	+26%	+$255K	0.03%	193
2024 Q4	$979K	Buy	+17,580	New	+$1.01M	0.02%	223

Other funds holding DFAT

FFM

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

ADL

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Signature Estate & Investment Advisors's DFAT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.12% in Q2 2026, selling an estimated $4.81K and leaving 57,635 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #119.

Signature Estate & Investment Advisors first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 501 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Signature Estate & Investment Advisors held 57,635 shares of Dimensional US Targeted Value ETF worth $4.03M as of Q2 2026.
Signature Estate & Investment Advisors sold 72 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $4.81K.
Dimensional US Targeted Value ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #119 holding.
Signature Estate & Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
501 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.