World Investment Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

World Investment 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	$286K	Hold	4,576	–	–	﹤0.01%	1258
2026 Q1	$286K	Buy	+4,576	New	+$291K	﹤0.01%	1286
2022 Q3	–	Sell	-4,677	Closed	-$206K	–	247
2022 Q2	$206K	Sell	4,677 -995	-18%	-$43.6K	0.04%	248
2022 Q1	$264K	Buy	5,672 +825	+17%	+$38.4K	0.05%	213
2021 Q4	$225K	Buy	4,847 +188	+4%	+$8.83K	0.05%	240
2021 Q3	$207K	Buy	+4,659	New	+$207K	0.05%	239

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

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

IFA

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

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

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

World Investment Advisors's DFAT Position: Q2 2026 in Review

World Investment Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 4,576 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

World Investment Advisors first reported a position in DFAT in Q3 2021 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

World Investment Advisors held 4,576 shares of Dimensional US Targeted Value ETF worth $286K as of Q2 2026.
World Investment Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1258 holding.
World Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 6 quarters since.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.