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Trust Company of Toledo’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Trust Company of Toledo’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 		$34.7K Hold
497
– – ﹤0.01% 517
2026
Q1 		$31K Hold
497
– – ﹤0.01% 506
2025
Q4 		$29.6K Hold
497
– – ﹤0.01% 499
2025
Q3 		$28.9K Hold
497
– – ﹤0.01% 497
2025
Q2 		$26.8K Buy
+497
New +$25.3K ﹤0.01% 492

Other funds holding DFAT

FFM
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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
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Trust Company of Toledo's DFAT Position: Q2 2026 in Review

Trust Company of Toledo held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 497 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Trust Company of Toledo first reported a position in DFAT in Q2 2025 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Trust Company of Toledo held 497 shares of Dimensional US Targeted Value ETF worth $34.7K as of Q2 2026.
  • Trust Company of Toledo left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #517 holding.
  • Trust Company of Toledo first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.