WealthCollab’s Dimensional US Targeted Value ETF DFAT Stock Holding History

WealthCollab’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	$1.61M	Hold	22,975	–	–	0.58%	29
2026 Q1	$1.43M	Hold	22,975	–	–	0.59%	29
2025 Q4	$1.37M	Hold	22,975	–	–	0.56%	33
2025 Q3	$1.34M	Hold	22,975	–	–	0.61%	30
2025 Q2	$1.24M	Buy	22,975 +156	+0.7%	+$7.95K	0.69%	29
2025 Q1	$1.17M	Sell	22,819 -515	-2%	-$28.3K	0.73%	26
2024 Q4	$1.3M	Hold	23,334	–	–	0.83%	24
2024 Q3	$1.3M	Hold	23,334	–	–	0.85%	24
2024 Q2	$1.21M	Hold	23,334	–	–	0.87%	25
2024 Q1	$1.27M	Hold	23,334	–	–	0.94%	24
2023 Q4	$1.22M	Buy	+23,334	New	+$1.09M	0.95%	24

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

WealthCollab's DFAT Position: Q2 2026 in Review

WealthCollab held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 22,975 shares worth $1.61M. The position accounts for 0.58% of the portfolio, ranked #29.

WealthCollab first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

WealthCollab held 22,975 shares of Dimensional US Targeted Value ETF worth $1.61M as of Q2 2026.
WealthCollab left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.58% of WealthCollab's portfolio in Q2 2026, its #29 holding.
WealthCollab first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.