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Stevens Capital Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Stevens Capital Partners’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 		$507K Sell
7,251
-602
-8% -$40.2K 0.1% 96
2026
Q1 		$490K Buy
+7,853
New +$499K 0.12% 85

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FFM
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IFA
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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

Stevens Capital Partners's DFAT Position: Q2 2026 in Review

Stevens Capital Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 7.7% in Q2 2026, selling an estimated $40.2K and leaving 7,251 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #96.

Stevens Capital Partners first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Stevens Capital Partners held 7,251 shares of Dimensional US Targeted Value ETF worth $507K as of Q2 2026.
  • Stevens Capital Partners sold 602 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $40.2K.
  • Dimensional US Targeted Value ETF made up 0.1% of Stevens Capital Partners's portfolio in Q2 2026, its #96 holding.
  • Stevens Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.