WWM
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Western Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Western Wealth Management’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 		$260K Buy
3,718
+8
+0.2% +$535 0.01% 874
2026
Q1 		$232K Buy
+3,710
New +$236K 0.01% 874

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FFM
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IFA
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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

Western Wealth Management's DFAT Position: Q2 2026 in Review

Western Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.22% in Q2 2026, buying an estimated $535 and bringing the position to 3,718 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #874.

Western Wealth Management first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Western Wealth Management held 3,718 shares of Dimensional US Targeted Value ETF worth $260K as of Q2 2026.
  • Western Wealth Management bought 8 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $535.
  • Dimensional US Targeted Value ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #874 holding.
  • Western Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.