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

WealthShield 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	–	Sell	-712	Closed	-$44.5K	–	425
2026 Q1	$44.5K	Hold	712	–	–	0.01%	455
2025 Q4	$42.4K	Hold	712	–	–	﹤0.01%	445
2025 Q3	$41.4K	Hold	712	–	–	﹤0.01%	440
2025 Q2	$38.4K	Hold	712	–	–	﹤0.01%	435
2025 Q1	$36.7K	Hold	712	–	–	﹤0.01%	425
2024 Q4	$39.6K	Hold	712	–	–	0.01%	389
2024 Q3	$39.6K	Hold	712	–	–	0.01%	394
2024 Q2	$36.9K	Buy	712 +408	+134%	+$21.4K	0.01%	368
2024 Q1	$16.5K	Hold	304	–	–	﹤0.01%	409
2023 Q4	$15.9K	Buy	+304	New	+$14.2K	﹤0.01%	418

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

WealthShield Partners's DFAT Position: Q2 2026 in Review

WealthShield Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 712 shares — an estimated $44.5K sold.

WealthShield Partners first reported a position in DFAT in Q4 2023 and held it in 10 quarters. The position peaked at $44.5K in Q1 2026. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

WealthShield Partners reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 712 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $44.5K.
WealthShield Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 10 quarters.
WealthShield Partners's Dimensional US Targeted Value ETF position peaked at $44.5K in Q1 2026.
860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.