WPC
DFAT icon

Wedmont Private Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Wedmont Private Capital’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 		$1.16M Buy
16,679
+7
+0% +$468 0.03% 311
2026
Q1 		$1.08M Buy
16,672
+8,909
+115% +$566K 0.03% 296
2025
Q4 		$474K Buy
7,763
+8
+0.1% +$467 0.02% 493
2025
Q3 		$450K Sell
7,755
-1,358
-15% -$77.3K 0.02% 490
2025
Q2 		$512K Buy
9,113
+1,197
+15% +$61K 0.02% 419
2025
Q1 		$370K Sell
7,916
-3,708
-32% -$204K 0.02% 459
2024
Q4 		$635K Buy
11,624
+2,364
+26% +$135K 0.03% 306
2024
Q3 		$508K Sell
9,260
-6,123
-40% -$331K 0.03% 350
2024
Q2 		$827K Buy
15,383
+7,542
+96% +$396K 0.05% 231
2024
Q1 		$420K Sell
7,841
-1,960
-20% -$101K 0.03% 366
2023
Q4 		$503K Buy
+9,801
New +$458K 0.04% 306

Other funds holding DFAT

AC
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
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
PL
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
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wedmont Private Capital's DFAT Position: Q2 2026 in Review

Wedmont Private Capital increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.04% in Q2 2026, buying an estimated $468 and bringing the position to 16,679 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #311.

Wedmont Private Capital first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 150 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Wedmont Private Capital held 16,679 shares of Dimensional US Targeted Value ETF worth $1.16M as of Q2 2026.
  • Wedmont Private Capital bought 7 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $468.
  • Dimensional US Targeted Value ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #311 holding.
  • Wedmont Private Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 150 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.