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SLT Holdings’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SLT Holdings’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 		– Sell
-3,565
Closed -$223K – 158
2026
Q1 		$223K Hold
3,565
– – 0.15% 118
2025
Q4 		$212K Hold
3,565
– – 0.14% 122
2025
Q3 		$208K Buy
+3,565
New +$203K 0.13% 121

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

SLT Holdings's DFAT Position: Q2 2026 in Review

SLT Holdings sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 3,565 shares — an estimated $223K sold.

SLT Holdings first reported a position in DFAT in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 356 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • SLT Holdings reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • SLT Holdings sold 3,565 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $223K.
  • SLT Holdings first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and held it in 3 quarters.
  • SLT Holdings's Dimensional US Targeted Value ETF position peaked at $223K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on SLT Holdings's 13F filing for Q2 2026, filed 17 Jul 2026.