Tranquility Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Tranquility Partners’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	$346K	Sell	4,947 -791	-14%	-$52.9K	0.12%	178
2026 Q1	$358K	Buy	5,738 +117	+2%	+$7.43K	0.14%	156
2025 Q4	$335K	Sell	5,621 -101	-2%	-$5.89K	0.12%	171
2025 Q3	$333K	Hold	5,722	–	–	0.11%	179
2025 Q2	$309K	Buy	5,722 +300	+6%	+$15.3K	0.11%	174
2025 Q1	$279K	Buy	5,422 +174	+3%	+$9.57K	0.11%	172
2024 Q4	$292K	Buy	5,248 +349	+7%	+$20K	0.11%	172
2024 Q3	$273K	Buy	4,899 +362	+8%	+$19.6K	0.1%	183
2024 Q2	$235K	Sell	4,537 -59	-1%	-$3.1K	0.09%	198
2024 Q1	$250K	Buy	4,596 +338	+8%	+$17.4K	0.1%	196
2023 Q4	$223K	Buy	+4,258	New	+$199K	0.09%	187

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

Tranquility Partners's DFAT Position: Q2 2026 in Review

Tranquility Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 14% in Q2 2026, selling an estimated $52.9K and leaving 4,947 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #178.

Tranquility Partners first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $358K in Q1 2026. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Tranquility Partners held 4,947 shares of Dimensional US Targeted Value ETF worth $346K as of Q2 2026.
Tranquility Partners sold 791 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $52.9K.
Dimensional US Targeted Value ETF made up 0.12% of Tranquility Partners's portfolio in Q2 2026, its #178 holding.
Tranquility Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
Tranquility Partners's Dimensional US Targeted Value ETF position peaked at $358K in Q1 2026.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.