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SJS Investment Consulting’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SJS Investment Consulting’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 		$233K Hold
3,336
– – 0.03% 151
2026
Q1 		$208K Hold
3,336
– – 0.03% 150
2025
Q4 		$199K Hold
3,336
– – 0.03% 143
2025
Q3 		$194K Sell
3,336
-1,571
-32% -$89.5K 0.03% 137
2025
Q2 		$265K Sell
4,907
-350
-7% -$17.8K 0.04% 83
2025
Q1 		$271K Buy
5,257
+140
+3% +$7.7K 0.05% 81
2024
Q4 		$285K Hold
5,117
– – 0.05% 72
2024
Q3 		$285K Hold
5,117
– – 0.05% 75
2024
Q2 		$265K Hold
5,117
– – 0.05% 72
2024
Q1 		$279K Buy
5,117
+350
+7% +$18K 0.06% 72
2023
Q4 		$249K Hold
4,767
– – 0.06% 71
2023
Q3 		$218K Sell
4,767
-50
-1% -$2.38K 0.05% 72
2023
Q2 		$223K Hold
4,817
– – 0.06% 71
2023
Q1 		$214K Sell
4,817
-874
-15% -$40.5K 0.06% 71
2022
Q4 		$250K Hold
5,691
– – 0.07% 65
2022
Q3 		$222K Buy
+5,691
New +$243K 0.08% 66
2022
Q1 		$265K Hold
5,691
– – 0.08% 76
2021
Q4 		$270K Buy
+5,691
New +$267K 0.08% 74

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

SJS Investment Consulting's DFAT Position: Q2 2026 in Review

SJS Investment Consulting held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 3,336 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #151.

SJS Investment Consulting first reported a position in DFAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $285K in Q4 2024. 359 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • SJS Investment Consulting held 3,336 shares of Dimensional US Targeted Value ETF worth $233K as of Q2 2026.
  • SJS Investment Consulting left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #151 holding.
  • SJS Investment Consulting first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 18 quarters since.
  • SJS Investment Consulting's Dimensional US Targeted Value ETF position peaked at $285K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.