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

Tiller 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	$19.1M	Sell	273,681 -2,313	-0.8%	-$155K	5.99%	7
2026 Q1	$17.2M	Buy	275,994 +5,467	+2%	+$347K	6.12%	7
2025 Q4	$16.1M	Buy	270,527 +16,946	+7%	+$989K	5.73%	7
2025 Q3	$14.8M	Buy	253,581 +11,282	+5%	+$643K	5.25%	7
2025 Q2	$13.1M	Buy	242,299 +138,811	+134%	+$7.07M	4.97%	7
2025 Q1	$5.33M	Buy	+103,488	New	+$5.69M	2.22%	14

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Tiller Private Wealth's DFAT Position: Q2 2026 in Review

Tiller Private Wealth reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.84% in Q2 2026, selling an estimated $155K and leaving 273,681 shares worth $19.1M. The position accounts for 5.99% of the portfolio, ranked #7.

Tiller Private Wealth first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Tiller Private Wealth held 273,681 shares of Dimensional US Targeted Value ETF worth $19.1M as of Q2 2026.
Tiller Private Wealth sold 2,313 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $155K.
Dimensional US Targeted Value ETF made up 5.99% of Tiller Private Wealth's portfolio in Q2 2026, its #7 holding.
Tiller Private Wealth first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.