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Squire Investment Management Company’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Squire Investment Management Company’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 		$30.2M Sell
432,120
-978
-0.2% -$65.4K 7.27% 4
2026
Q1 		$27M Sell
433,098
-192
-0% -$12.2K 7.52% 4
2025
Q4 		$25.8M Buy
433,290
+5,342
+1% +$312K 7.81% 4
2025
Q3 		$24.9M Buy
427,948
+4,040
+1% +$230K 8.11% 4
2025
Q2 		$22.9M Sell
423,908
-24,896
-6% -$1.27M 8.43% 4
2025
Q1 		$23.1M Buy
448,804
+6,074
+1% +$334K 9.63% 2
2024
Q4 		$24.6M Sell
442,730
-1,356
-0.3% -$77.6K 10.84% 2
2024
Q3 		$24.7M Buy
444,086
+2,126
+0.5% +$115K 11.75% 2
2024
Q2 		$22.9M Buy
441,960
+1,444
+0.3% +$75.7K 13% 2
2024
Q1 		$24M Buy
440,516
+5,930
+1% +$305K 15.11% 2
2023
Q4 		$22.7M Buy
+434,586
New +$20.3M 18.52% 1

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Squire Investment Management Company's DFAT Position: Q2 2026 in Review

Squire Investment Management Company reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.23% in Q2 2026, selling an estimated $65.4K and leaving 432,120 shares worth $30.2M. The position accounts for 7.27% of the portfolio, ranked #4.

Squire Investment Management Company first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 591 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Squire Investment Management Company held 432,120 shares of Dimensional US Targeted Value ETF worth $30.2M as of Q2 2026.
  • Squire Investment Management Company sold 978 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $65.4K.
  • Dimensional US Targeted Value ETF made up 7.27% of Squire Investment Management Company's portfolio in Q2 2026, its #4 holding.
  • Squire Investment Management Company first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.