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Third View Private Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Third View Private Wealth’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 		$324K Hold
4,638
– – 0.04% 240
2026
Q1 		$290K Hold
4,638
– – 0.04% 235
2025
Q4 		$276K Buy
+4,638
New +$271K 0.04% 241

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Third View Private Wealth's DFAT Position: Q2 2026 in Review

Third View Private Wealth held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,638 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #240.

Third View Private Wealth first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Third View Private Wealth held 4,638 shares of Dimensional US Targeted Value ETF worth $324K as of Q2 2026.
  • Third View Private Wealth left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.04% of Third View Private Wealth's portfolio in Q2 2026, its #240 holding.
  • Third View Private Wealth first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.