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

Westmount 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	$815K	Hold	11,656	–	–	0.18%	105
2026 Q1	$728K	Buy	11,656 +2,780	+31%	+$177K	0.18%	105
2025 Q4	$528K	Hold	8,876	–	–	0.13%	129
2025 Q3	$519K	Hold	8,876	–	–	0.13%	129
2025 Q2	$479K	Hold	8,876	–	–	0.13%	132
2025 Q1	$457K	Hold	8,876	–	–	0.14%	136
2024 Q4	$494K	Hold	8,876	–	–	0.15%	119
2024 Q3	$494K	Hold	8,876	–	–	0.15%	117
2024 Q2	$456K	Hold	8,876	–	–	0.15%	118
2024 Q1	$483K	Hold	8,876	–	–	0.17%	116
2023 Q4	$464K	Hold	8,876	–	–	0.19%	111
2023 Q3	$406K	Hold	8,876	–	–	0.18%	127
2023 Q2	$412K	Hold	8,876	–	–	0.18%	116
2023 Q1	$395K	Hold	8,876	–	–	0.18%	116
2022 Q4	$390K	Buy	+8,876	New	+$390K	0.2%	113

Other funds holding DFAT

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return