Tumwater Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Tumwater Wealth Management’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	$44.5M	Buy	636,708 +7,973	+1%	+$533K	16.1%	3
2026 Q1	$39.3M	Sell	628,735 -2,352	-0.4%	-$149K	15.79%	3
2025 Q4	$37.6M	Buy	631,087 +27,092	+4%	+$1.58M	15.31%	3
2025 Q3	$35.2M	Sell	603,995 -4,551	-0.7%	-$259K	15.62%	3
2025 Q2	$32.8M	Buy	608,546 +44,814	+8%	+$2.28M	15.26%	3
2025 Q1	$29M	Buy	563,732 +12,140	+2%	+$668K	15.14%	3
2024 Q4	$30.7M	Buy	+551,592	New	+$31.6M	16.1%	3

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Tumwater Wealth Management's DFAT Position: Q2 2026 in Review

Tumwater Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.3% in Q2 2026, buying an estimated $533K and bringing the position to 636,708 shares worth $44.5M. The position accounts for 16.1% of the portfolio, ranked #3.

Tumwater Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Tumwater Wealth Management held 636,708 shares of Dimensional US Targeted Value ETF worth $44.5M as of Q2 2026.
Tumwater Wealth Management bought 7,973 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $533K.
Dimensional US Targeted Value ETF made up 16.1% of Tumwater Wealth Management's portfolio in Q2 2026, its #3 holding.
Tumwater Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.