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

USAdvisors 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 		$215K Buy
+3,085
New +$206K 0.06% 140
2025
Q4 		– Sell
-3,643
Closed -$212K – 137
2025
Q3 		$212K Sell
3,643
-73
-2% -$4.16K 0.07% 126
2025
Q2 		$200K Buy
+3,716
New +$189K 0.07% 129
2025
Q1 		– Sell
-3,770
Closed -$209K – 143
2024
Q4 		$209K Buy
3,770
+8
+0.2% +$458 0.07% 128
2024
Q3 		$208K Buy
+3,762
New +$203K 0.07% 120
2024
Q2 		– Sell
-3,967
Closed -$215K – 129
2024
Q1 		$215K Buy
3,967
+4
+0.1% +$206 0.08% 123
2023
Q4 		$207K Buy
+3,963
New +$185K 0.09% 121
2022
Q2 		– Sell
-4,604
Closed -$214K – 113
2022
Q1 		$214K Buy
+4,604
New +$214K 0.09% 116

Other funds holding DFAT

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

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

USAdvisors Wealth Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,085 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings. This is a return to the name: USAdvisors Wealth Management previously reported a position in DFAT as recently as Q3 2025.

USAdvisors Wealth Management first reported a position in DFAT in Q1 2022 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • USAdvisors Wealth Management held 3,085 shares of Dimensional US Targeted Value ETF worth $215K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new USAdvisors Wealth Management position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.06% of USAdvisors Wealth Management's portfolio in Q2 2026, its #140 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 8 quarters since.
  • 415 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.