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

Vestment 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	$6.42M	Buy	92,817 +4,768	+5%	+$319K	2.88%	10
2026 Q1	$5.86M	Sell	88,049 -701	-0.8%	-$44.5K	2.76%	10
2025 Q4	$5.55M	Sell	88,750 -1,968	-2%	-$115K	2.88%	10
2025 Q3	$5.3M	Buy	90,718 +2,834	+3%	+$161K	3.02%	10
2025 Q2	$4.9M	Buy	87,884 +6,485	+8%	+$330K	3.11%	11
2025 Q1	$4.22M	Buy	81,399 +8,254	+11%	+$454K	3.03%	10
2024 Q4	$4.05M	Buy	+73,145	New	+$4.18M	3.09%	10

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

Vestment Financial's DFAT Position: Q2 2026 in Review

Vestment Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 5.4% in Q2 2026, buying an estimated $319K and bringing the position to 92,817 shares worth $6.42M. The position accounts for 2.88% of the portfolio, ranked #10.

Vestment Financial first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Vestment Financial held 92,817 shares of Dimensional US Targeted Value ETF worth $6.42M as of Q2 2026.
Vestment Financial bought 4,768 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $319K.
Dimensional US Targeted Value ETF made up 2.88% of Vestment Financial's portfolio in Q2 2026, its #10 holding.
Vestment Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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