DFAT — DFA U S Targeted Value ETF

Ownership history in Watchman Group, Inc.  ·  18 quarters on record

This page tracks every 13F SEC filing in which Watchman Group, Inc. reported a position in DFA U S Targeted Value ETF (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.98% (2023 Q2)
Avg. % of fund
6.42%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 432,662 +474 +0.1% 6.15% $25.8M $59.54
2025 Q3 REDUCED 432,188 -5,392 -1.2% 6.09% $25.2M $57.98
2025 Q2 ADDED 437,580 +8,433 +2.0% 6.16% $23.6M $53.49
2025 Q1 REDUCED 429,147 -21,968 -4.9% 6.19% $22.1M $50.81
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
← Back to Watchman Group, Inc. Holdings