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TandemGrowth Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

TandemGrowth Financial Advisors’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 		$921K Hold
13,178
– – 0.75% 15
2026
Q1 		$823K Hold
13,178
– – 0.78% 14
2025
Q4 		$785K Buy
+13,178
New +$769K 0.68% 16

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FFM
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IFA
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PFA
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FPAS
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SC
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EWA
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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

TandemGrowth Financial Advisors's DFAT Position: Q2 2026 in Review

TandemGrowth Financial Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 13,178 shares worth $921K. The position accounts for 0.75% of the portfolio, ranked #15.

TandemGrowth Financial Advisors first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • TandemGrowth Financial Advisors held 13,178 shares of Dimensional US Targeted Value ETF worth $921K as of Q2 2026.
  • TandemGrowth Financial Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.75% of TandemGrowth Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • TandemGrowth Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on TandemGrowth Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.