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Timonier Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Timonier Family Office’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 		$8.8M Buy
+125,860
New +$8.41M 2.48% 14
2025
Q4 		$7.63M Sell
128,151
-14,242
-10% -$831K 2.42% 14
2025
Q3 		$8.29M Sell
142,393
-1,967
-1% -$112K 2.72% 14
2025
Q2 		$7.79M Sell
144,360
-6,039
-4% -$308K 2.91% 13
2025
Q1 		$7.74M Sell
150,399
-4,999
-3% -$275K 3.42% 10
2024
Q4 		$8.65M Buy
+155,398
New +$8.89M 4.44% 6

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

Timonier Family Office's DFAT Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 125,860 shares worth $8.8M. The stake represents 2.48% of the portfolio and ranks #14 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFAT as recently as Q4 2025.

Timonier Family Office first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Timonier Family Office held 125,860 shares of Dimensional US Targeted Value ETF worth $8.8M as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 2.48% of Timonier Family Office's portfolio in Q2 2026, its #14 holding.
  • Timonier Family Office first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.