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Sound Income Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sound Income Strategies’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
-13
Closed -$820 – 930
2026
Q1 		$820 Buy
+13
New +$826 ﹤0.01% 2341

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IFA
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PFA
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FPAS
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SC
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EWA
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JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Sound Income Strategies's DFAT Position: Q2 2026 in Review

Sound Income Strategies sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 13 shares — an estimated $820 sold.

Sound Income Strategies first reported a position in DFAT in Q1 2026 and held it in 1 quarter. The position peaked at $820 in Q1 2026. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Sound Income Strategies reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 13 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $820.
  • Sound Income Strategies first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Dimensional US Targeted Value ETF position peaked at $820 in Q1 2026.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.