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

WJ 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	$215K	Buy	+3,074	New	+$205K	0.16%	124

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

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

WJ Financial Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,074 shares worth $215K. The stake represents 0.16% of the portfolio and ranks #124 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

WJ Financial Advisors held 3,074 shares of Dimensional US Targeted Value ETF worth $215K as of Q2 2026.
Dimensional US Targeted Value ETF was a new WJ Financial Advisors position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.16% of WJ Financial Advisors's portfolio in Q2 2026, its #124 holding.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.