XY Planning Network’s Dimensional US Targeted Value ETF DFAT Stock Holding History

XY Planning Network’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	$3.21M	Buy	45,877 +1,544	+3%	+$103K	0.4%	59
2026 Q1	$2.78M	Sell	44,333 -6,437	-13%	-$409K	0.44%	53
2025 Q4	$3.02M	Sell	50,770 -6,078	-11%	-$355K	0.53%	43
2025 Q3	$3.07M	Hold	56,848	–	–	1.04%	29
2025 Q2	$3.07M	Buy	56,848 +15,602	+38%	+$795K	1.04%	29
2025 Q1	$2.12M	Sell	41,246 -4,414	-10%	-$243K	1.42%	18
2024 Q4	$2.54M	Buy	+45,660	New	+$2.61M	1.91%	14

Other funds holding DFAT

FFM

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

XY Planning Network's DFAT Position: Q2 2026 in Review

XY Planning Network increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.5% in Q2 2026, buying an estimated $103K and bringing the position to 45,877 shares worth $3.21M. The position accounts for 0.4% of the portfolio, ranked #59.

XY Planning Network first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

XY Planning Network held 45,877 shares of Dimensional US Targeted Value ETF worth $3.21M as of Q2 2026.
XY Planning Network bought 1,544 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $103K.
Dimensional US Targeted Value ETF made up 0.4% of XY Planning Network's portfolio in Q2 2026, its #59 holding.
XY Planning Network first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.