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Vawter Financial’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Vawter Financial’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 		$9.29M Sell
132,896
-2,716
-2% -$181K 3.5% 9
2026
Q1 		$8.47M Sell
135,612
-13,416
-9% -$852K 3.56% 9
2025
Q4 		$8.87M Sell
149,028
-924
-0.6% -$53.9K 3.75% 9
2025
Q3 		$8.73M Buy
149,952
+143,501
+2,224% +$8.17M 3.96% 7
2025
Q2 		$348K Sell
6,451
-151,090
-96% -$7.69M 3.93% 10
2025
Q1 		$8.11M Sell
157,541
-2,153
-1% -$118K 4.55% 7
2024
Q4 		$8.89M Sell
159,694
-5,683
-3% -$325K 5.34% 5
2024
Q3 		$9.2M Sell
165,377
-1,228
-0.7% -$66.4K 5.62% 5
2024
Q2 		$8.64M Sell
166,605
-2,936
-2% -$154K 5.93% 5
2024
Q1 		$9.23M Buy
169,541
+101
+0.1% +$5.2K 6.7% 3
2023
Q4 		$8.87M Buy
169,440
+56,781
+50% +$2.65M 6.94% 2
2023
Q3 		$5.15M Sell
112,659
-44,102
-28% -$2.09M 5.83% 5
2023
Q2 		$7.27M Buy
156,761
+2,935
+2% +$129K 6.29% 5
2023
Q1 		$6.85M Buy
153,826
+27,786
+22% +$1.29M 6.94% 6
2022
Q4 		$5.54M Buy
+126,040
New +$5.54M 6.45% 8

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

Vawter Financial's DFAT Position: Q2 2026 in Review

Vawter Financial reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2% in Q2 2026, selling an estimated $181K and leaving 132,896 shares worth $9.29M. The position accounts for 3.5% of the portfolio, ranked #9.

Vawter Financial first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Vawter Financial held 132,896 shares of Dimensional US Targeted Value ETF worth $9.29M as of Q2 2026.
  • Vawter Financial sold 2,716 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $181K.
  • Dimensional US Targeted Value ETF made up 3.5% of Vawter Financial's portfolio in Q2 2026, its #9 holding.
  • Vawter Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 408 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.