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Sterling Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sterling Financial Planning’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 		$223K Buy
+3,194
New +$213K 0.06% 117
2021
Q4 		– Sell
-3,435
Closed -$153K – 175
2021
Q3 		$153K Buy
3,435
+139
+4% +$6.16K 0.1% 101
2021
Q2 		$148K Buy
+3,296
New +$148K 0.1% 98

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Sterling Financial Planning's DFAT Position: Q2 2026 in Review

Sterling Financial Planning opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,194 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in DFAT as recently as Q3 2021.

Sterling Financial Planning first reported a position in DFAT in Q2 2021 and has held it in 3 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Sterling Financial Planning held 3,194 shares of Dimensional US Targeted Value ETF worth $223K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Sterling Financial Planning position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #117 holding.
  • Sterling Financial Planning first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 3 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.