Smallwood Wealth Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Smallwood Wealth Investment Management’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	$21.6K	Hold	309	–	–	0.01%	269
2026 Q1	$19.3K	Hold	309	–	–	0.01%	261
2025 Q4	$18.4K	Hold	309	–	–	0.01%	262
2025 Q3	$18K	Hold	309	–	–	0.01%	272
2025 Q2	$16.7K	Hold	309	–	–	0.01%	268
2025 Q1	$15.9K	Buy	+309	New	+$17K	0.01%	273

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Smallwood Wealth Investment Management's DFAT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 309 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #269.

Smallwood Wealth Investment Management first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Smallwood Wealth Investment Management held 309 shares of Dimensional US Targeted Value ETF worth $21.6K as of Q2 2026.
Smallwood Wealth Investment Management left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #269 holding.
Smallwood Wealth Investment Management first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.