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

Wealthspan 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 		$1.18M Buy
16,949
+177
+1% +$11.8K 0.37% 50
2026
Q1 		$1.05M Buy
16,772
+452
+3% +$28.7K 0.37% 49
2025
Q4 		$972K Sell
16,320
-314
-2% -$18.3K 0.35% 50
2025
Q3 		$968K Buy
16,634
+133
+0.8% +$7.58K 0.37% 45
2025
Q2 		$890K Sell
16,501
-4,689
-22% -$239K 0.37% 46
2025
Q1 		$1.09M Sell
21,190
-86
-0.4% -$4.73K 0.5% 36
2024
Q4 		$1.18M Buy
21,276
+85
+0.4% +$4.86K 0.57% 34
2024
Q3 		$1.18M Hold
21,191
– – 0.58% 32
2024
Q2 		$1.1M Sell
21,191
-675
-3% -$35.4K 0.61% 32
2024
Q1 		$1.19M Buy
21,866
+661
+3% +$34K 0.7% 28
2023
Q4 		$1.11M Buy
21,205
+1,188
+6% +$55.5K 0.78% 26
2023
Q3 		$915K Buy
20,017
+1,066
+6% +$50.6K 0.72% 26
2023
Q2 		$879K Buy
18,951
+1,739
+10% +$76.3K 0.69% 28
2023
Q1 		$766K Buy
17,212
+4,148
+32% +$192K 0.65% 29
2022
Q4 		$574K Buy
13,064
+6,813
+109% +$299K 0.52% 37
2022
Q3 		$244K Buy
+6,251
New +$267K 0.25% 62

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
SC
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

Wealthspan Partners's DFAT Position: Q2 2026 in Review

Wealthspan Partners increased its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 16,949 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #50.

Wealthspan Partners first reported a position in DFAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q1 2024. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Wealthspan Partners held 16,949 shares of Dimensional US Targeted Value ETF worth $1.18M as of Q2 2026.
  • Wealthspan Partners bought 177 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $11.8K.
  • Dimensional US Targeted Value ETF made up 0.37% of Wealthspan Partners's portfolio in Q2 2026, its #50 holding.
  • Wealthspan Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealthspan Partners's Dimensional US Targeted Value ETF position peaked at $1.19M in Q1 2024.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.