Significant Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Significant Wealth 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	$322K	Hold	4,611	–	–	0.35%	73
2026 Q1	$288K	Hold	4,611	–	–	0.35%	74
2025 Q4	$275K	Hold	4,611	–	–	0.31%	41
2025 Q3	$268K	Hold	4,611	–	–	0.13%	78
2025 Q2	$249K	Hold	4,611	–	–	0.12%	77
2025 Q1	$237K	Hold	4,611	–	–	0.12%	66
2024 Q4	$257K	Hold	4,611	–	–	0.13%	62
2024 Q3	$257K	Hold	4,611	–	–	0.13%	59
2024 Q2	$239K	Hold	4,611	–	–	0.13%	56
2024 Q1	$251K	Buy	+4,611	New	+$237K	0.16%	132

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Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Wealth Enhancement Advisory Services

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Evanson Financial Mclean, Virginia $2.04B AUM

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return