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

Studio 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 		$6.33M Buy
90,520
+3,385
+4% +$226K 1.07% 23
2026
Q1 		$5.44M Buy
87,135
+2,691
+3% +$171K 0.98% 27
2025
Q4 		$5.03M Buy
84,444
+6,718
+9% +$392K 0.92% 29
2025
Q3 		$4.52M Buy
77,726
+2,538
+3% +$145K 0.85% 31
2025
Q2 		$4.06M Buy
75,188
+5,932
+9% +$302K 0.81% 32
2025
Q1 		$3.57M Buy
69,256
+40,778
+143% +$2.24M 0.74% 35
2024
Q4 		$1.59M Buy
28,478
+6,561
+30% +$375K 0.34% 61
2024
Q3 		$1.22M Buy
21,917
+1,798
+9% +$97.2K 0.26% 70
2024
Q2 		$1.04M Buy
20,119
+1,085
+6% +$56.9K 0.24% 74
2024
Q1 		$1.04M Buy
19,034
+3,619
+23% +$186K 0.25% 67
2023
Q4 		$807K Sell
15,415
-1,065
-6% -$49.8K 0.21% 76
2023
Q3 		$753K Buy
16,480
+5,887
+56% +$280K 0.21% 70
2023
Q2 		$491K Buy
10,593
+1,432
+16% +$62.8K 0.14% 83
2023
Q1 		$408K Buy
+9,161
New +$425K 0.12% 94

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

Studio Investment Management's DFAT Position: Q2 2026 in Review

Studio Investment Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.9% in Q2 2026, buying an estimated $226K and bringing the position to 90,520 shares worth $6.33M. The position accounts for 1.07% of the portfolio, ranked #23.

Studio Investment Management first reported a position in DFAT in Q1 2023 and has held it in 14 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Studio Investment Management held 90,520 shares of Dimensional US Targeted Value ETF worth $6.33M as of Q2 2026.
  • Studio Investment Management bought 3,385 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $226K.
  • Dimensional US Targeted Value ETF made up 1.07% of Studio Investment Management's portfolio in Q2 2026, its #23 holding.
  • Studio Investment Management first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.