Venture Visionary Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Venture Visionary Partners’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	$384K	Buy	5,500 +2	+0%	+$134	0.01%	514
2026 Q1	$343K	Buy	5,498 +1	+0%	+$64	0.01%	493
2025 Q4	$327K	Buy	+5,497	New	+$321K	0.01%	506
2022 Q3	–	Sell	-632	Closed	-$25.4K	–	728
2022 Q2	$25.4K	Buy	+632	New	+$27.7K	﹤0.01%	969

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Venture Visionary Partners's DFAT Position: Q2 2026 in Review

Venture Visionary Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.04% in Q2 2026, buying an estimated $134 and bringing the position to 5,500 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #514.

Venture Visionary Partners first reported a position in DFAT in Q2 2022 and has held it in 4 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Venture Visionary Partners held 5,500 shares of Dimensional US Targeted Value ETF worth $384K as of Q2 2026.
Venture Visionary Partners bought 2 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $134.
Dimensional US Targeted Value ETF made up 0.01% of Venture Visionary Partners's portfolio in Q2 2026, its #514 holding.
Venture Visionary Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 4 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.