Websterrogers Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Websterrogers Financial Advisors’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	$1.57M	Sell	22,458 -932	-4%	-$62.3K	0.4%	38
2026 Q1	$1.46M	Buy	23,390 +2	+0%	+$127	0.42%	38
2025 Q4	$1.39M	Sell	23,388 -411	-2%	-$24K	0.4%	39
2025 Q3	$1.39M	Sell	23,799 -803	-3%	-$45.7K	0.42%	38
2025 Q2	$1.33M	Sell	24,602 -216	-0.9%	-$11K	0.42%	36
2025 Q1	$1.28M	Sell	24,818 -2,654	-10%	-$146K	0.44%	36
2024 Q4	$1.53M	Sell	27,472 -898	-3%	-$51.4K	0.53%	34
2024 Q3	$1.58M	Sell	28,370 -1,657	-6%	-$89.6K	0.55%	32
2024 Q2	$1.56M	Sell	30,027 -386	-1%	-$20.2K	0.55%	31
2024 Q1	$1.66M	Sell	30,413 -547	-2%	-$28.2K	0.59%	32
2023 Q4	$1.62M	Sell	30,960 -437	-1%	-$20.4K	0.68%	26
2023 Q3	$1.43M	Sell	31,397 -385	-1%	-$18.3K	0.63%	27
2023 Q2	$1.47M	Sell	31,782 -4,137	-12%	-$182K	0.64%	27
2023 Q1	$1.6M	Sell	35,919 -450	-1%	-$20.9K	0.74%	25
2022 Q4	$1.6M	Sell	36,369 -847	-2%	-$37.2K	0.77%	26
2022 Q3	$1.45M	Sell	37,216 -1,367	-4%	-$58.3K	0.76%	19
2022 Q2	$1.55M	Sell	38,583 -1,052	-3%	-$46.1K	0.76%	18
2022 Q1	$1.85M	Buy	39,635 +9,182	+30%	+$428K	0.95%	18
2021 Q4	$1.45M	Sell	30,453 -9,850	-24%	-$463K	0.33%	33
2021 Q3	$1.79M	Buy	40,303 +17	+0%	+$754	0.41%	27
2021 Q2	$1.68M	Buy	+40,286	New	+$1.81M	0.4%	27

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

Websterrogers Financial Advisors's DFAT Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4% in Q2 2026, selling an estimated $62.3K and leaving 22,458 shares worth $1.57M. The position accounts for 0.4% of the portfolio, ranked #38.

Websterrogers Financial Advisors first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.85M in Q1 2022. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Websterrogers Financial Advisors held 22,458 shares of Dimensional US Targeted Value ETF worth $1.57M as of Q2 2026.
Websterrogers Financial Advisors sold 932 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $62.3K.
Dimensional US Targeted Value ETF made up 0.4% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #38 holding.
Websterrogers Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
Websterrogers Financial Advisors's Dimensional US Targeted Value ETF position peaked at $1.85M in Q1 2022.
170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.