Wealthcare Advisory Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Wealthcare Advisory 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	$306K	Buy	4,380 +513	+13%	+$34.3K	0.01%	869
2026 Q1	$241K	Sell	3,867 -14,625	-79%	-$929K	﹤0.01%	956
2025 Q4	$1.1M	Buy	18,492 +2,207	+14%	+$129K	0.02%	489
2025 Q3	$948K	Sell	16,285 -563	-3%	-$32.1K	0.02%	512
2025 Q2	$909K	Buy	16,848 +1,936	+13%	+$98.6K	0.02%	504
2025 Q1	$768K	Buy	14,912 +110	+0.7%	+$6.05K	0.02%	495
2024 Q4	$824K	Sell	14,802 -6,582	-31%	-$377K	0.02%	468
2024 Q3	$1.19M	Sell	21,384 -2,495	-10%	-$135K	0.03%	378
2024 Q2	$1.24M	Sell	23,879 -649	-3%	-$34K	0.04%	328
2024 Q1	$1.34M	Buy	24,528 +434	+2%	+$22.3K	0.04%	305
2023 Q4	$1.26M	Sell	24,094 -1,522	-6%	-$71.2K	0.05%	269
2023 Q3	$1.17M	Sell	25,616 -14,334	-36%	-$681K	0.05%	255
2023 Q2	$1.85M	Buy	39,950 +7,429	+23%	+$326K	0.08%	190
2023 Q1	$1.45M	Buy	32,521 +18,797	+137%	+$872K	0.06%	229
2022 Q4	$603K	Sell	13,724 -769	-5%	-$33.8K	0.03%	374
2022 Q3	$565K	Buy	14,493 +2,458	+20%	+$105K	0.03%	333
2022 Q2	$484K	Buy	+12,035	New	+$528K	0.03%	329
2022 Q1	–	Sell	-7,297	Closed	-$347K	–	551
2021 Q4	$347K	Sell	7,297 -3,515	-33%	-$165K	0.02%	406
2021 Q3	$480K	Buy	10,812 +2,890	+36%	+$128K	0.03%	323
2021 Q2	$355K	Buy	+7,922	New	+$356K	0.02%	381

Other funds holding DFAT

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealthcare Advisory Partners's DFAT Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 13% in Q2 2026, buying an estimated $34.3K and bringing the position to 4,380 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #869.

Wealthcare Advisory Partners first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2023. 212 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Wealthcare Advisory Partners held 4,380 shares of Dimensional US Targeted Value ETF worth $306K as of Q2 2026.
Wealthcare Advisory Partners bought 513 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $34.3K.
Dimensional US Targeted Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #869 holding.
Wealthcare Advisory Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
Wealthcare Advisory Partners's Dimensional US Targeted Value ETF position peaked at $1.85M in Q2 2023.
212 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.