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Summit Financial Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Summit Financial 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 		$33M Buy
472,327
+26,038
+6% +$1.74M 2.32% 14
2026
Q1 		$27.9M Buy
446,289
+33,660
+8% +$2.14M 2.2% 14
2025
Q4 		$24.6M Buy
412,629
+24,967
+6% +$1.46M 2.02% 15
2025
Q3 		$22.6M Buy
387,662
+16,064
+4% +$915K 1.93% 15
2025
Q2 		$20.1M Buy
371,598
+44,578
+14% +$2.27M 1.86% 15
2025
Q1 		$16.8M Buy
327,020
+14,787
+5% +$814K 1.7% 15
2024
Q4 		$17.4M Buy
312,233
+24,461
+9% +$1.4M 1.92% 15
2024
Q3 		$16M Buy
287,772
+28,807
+11% +$1.56M 1.8% 15
2024
Q2 		$13.4M Buy
258,965
+31,408
+14% +$1.65M 1.67% 15
2024
Q1 		$12.4M Buy
227,557
+34,688
+18% +$1.79M 1.73% 14
2023
Q4 		$10.1M Buy
192,869
+182,760
+1,808% +$8.54M 1.54% 15
2023
Q3 		$462K Buy
10,109
+1,549
+18% +$73.6K 0.09% 69
2023
Q2 		$397K Sell
8,560
-2,084
-20% -$91.5K 0.07% 79
2023
Q1 		$474K Sell
10,644
-60
-0.6% -$2.78K 0.09% 72
2022
Q4 		$470K Buy
10,704
+2,795
+35% +$123K 0.1% 69
2022
Q3 		$308K Buy
+7,909
New +$337K 0.07% 88
2021
Q3 		– Sell
-5,801
Closed -$260K – 122
2021
Q2 		$260K Buy
+5,801
New +$261K 0.05% 103

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

Summit Financial Strategies's DFAT Position: Q2 2026 in Review

Summit Financial Strategies increased its Dimensional US Targeted Value ETF (DFAT) stake by 5.8% in Q2 2026, buying an estimated $1.74M and bringing the position to 472,327 shares worth $33M. The position accounts for 2.32% of the portfolio, ranked #14.

Summit Financial Strategies first reported a position in DFAT in Q2 2021 and has held it in 17 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Summit Financial Strategies held 472,327 shares of Dimensional US Targeted Value ETF worth $33M as of Q2 2026.
  • Summit Financial Strategies bought 26,038 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.74M.
  • Dimensional US Targeted Value ETF made up 2.32% of Summit Financial Strategies's portfolio in Q2 2026, its #14 holding.
  • Summit Financial Strategies first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 17 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.