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

Wealth Management Nebraska’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	$14.9M	Sell	212,794 -2,192	-1%	-$146K	1.33%	16
2026 Q1	$13.4M	Sell	214,986 -1,201	-0.6%	-$76.3K	1.36%	16
2025 Q4	$12.9M	Sell	216,187 -143	-0.1%	-$8.34K	1.47%	15
2025 Q3	$12.6M	Buy	216,330 +1,290	+0.6%	+$73.5K	1.5%	17
2025 Q2	$11.6M	Buy	215,040 +15,984	+8%	+$814K	1.57%	17
2025 Q1	$10.2M	Sell	199,056 -63,203	-24%	-$3.48M	1.56%	18
2024 Q4	$14.6M	Buy	+262,259	New	+$15M	2.37%	13

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

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

Wealth Management Nebraska reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1% in Q2 2026, selling an estimated $146K and leaving 212,794 shares worth $14.9M. The position accounts for 1.33% of the portfolio, ranked #16.

Wealth Management Nebraska first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Wealth Management Nebraska held 212,794 shares of Dimensional US Targeted Value ETF worth $14.9M as of Q2 2026.
Wealth Management Nebraska sold 2,192 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $146K.
Dimensional US Targeted Value ETF made up 1.33% of Wealth Management Nebraska's portfolio in Q2 2026, its #16 holding.
Wealth Management Nebraska first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.