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Trifecta Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Trifecta Capital 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 		$78K Hold
1,116
– – 0.01% 167
2026
Q1 		$69.7K Hold
1,116
– – 0.01% 164
2025
Q4 		$66.4K Hold
1,116
– – 0.01% 158
2025
Q3 		$65K Hold
1,116
– – 0.01% 163
2025
Q2 		$60.2K Sell
1,116
-396
-26% -$20.2K 0.01% 168
2025
Q1 		$77.9K Hold
1,512
– – 0.02% 113
2024
Q4 		$84.2K Hold
1,512
– – 0.02% 113
2024
Q3 		$84.1K Hold
1,512
– – 0.02% 116
2024
Q2 		$78.4K Hold
1,512
– – 0.02% 115
2024
Q1 		$82.3K Hold
1,512
– – 0.02% 117
2023
Q4 		$79.1K Buy
1,512
+1,116
+282% +$52.2K 0.02% 115
2023
Q3 		$18.1K Hold
396
– – 0.01% 182
2023
Q2 		$18.4K Hold
396
– – 0.01% 185
2023
Q1 		$17.6K Hold
396
– – 0.01% 190
2022
Q4 		$17.4K Buy
+396
New +$17.4K 0.01% 174

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

Trifecta Capital Advisors's DFAT Position: Q2 2026 in Review

Trifecta Capital Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 1,116 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #167.

Trifecta Capital Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $84.2K in Q4 2024. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Trifecta Capital Advisors held 1,116 shares of Dimensional US Targeted Value ETF worth $78K as of Q2 2026.
  • Trifecta Capital Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #167 holding.
  • Trifecta Capital Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Dimensional US Targeted Value ETF position peaked at $84.2K in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.