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SignatureFD’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SignatureFD’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 		$71 Hold
1
– – ﹤0.01% 3453
2026
Q1 		$63 Hold
1
– – ﹤0.01% 3407
2025
Q4 		$60 Sell
1
-1,608
-100% -$93.8K ﹤0.01% 3336
2025
Q3 		$93.6K Buy
1,609
+1
+0.1% +$57 ﹤0.01% 1331
2025
Q2 		$86.8K Sell
1,608
-3,482
-68% -$177K ﹤0.01% 1303
2025
Q1 		$262K Sell
5,090
-2,868
-36% -$158K 0.01% 768
2024
Q4 		$443K Sell
7,958
-1,666
-17% -$95.3K 0.01% 566
2024
Q3 		$535K Hold
9,624
– – 0.01% 504
2024
Q2 		$499K Sell
9,624
-3,816
-28% -$200K 0.01% 496
2024
Q1 		$732K Buy
+13,440
New +$692K 0.02% 398
2022
Q4 		– Sell
-3,351
Closed -$131K – 3318
2022
Q3 		$131K Hold
3,351
– – ﹤0.01% 831
2022
Q2 		$135K Hold
3,351
– – ﹤0.01% 842
2022
Q1 		$156K Hold
3,351
– – ﹤0.01% 828
2021
Q4 		$159K Hold
3,351
– – ﹤0.01% 813
2021
Q3 		$149K Buy
+3,351
New +$149K 0.01% 812

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
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

SignatureFD's DFAT Position: Q2 2026 in Review

SignatureFD held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

SignatureFD first reported a position in DFAT in Q3 2021 and has held it in 15 quarters since. The position peaked at $732K in Q1 2024. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • SignatureFD held 1 share of Dimensional US Targeted Value ETF worth $71 as of Q2 2026.
  • SignatureFD left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3453 holding.
  • SignatureFD first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 15 quarters since.
  • SignatureFD's Dimensional US Targeted Value ETF position peaked at $732K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.