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Anderson Financial Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-55
Closed -$2.83K – 77
2025
Q1 		$2.83K Buy
+55
New +$3.03K ﹤0.01% 204

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FFM
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IFA
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FPAS
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Anderson Financial Strategies's DFAT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 55 shares — an estimated $2.83K sold.

Anderson Financial Strategies first reported a position in DFAT in Q1 2025 and held it in 1 quarter. The position peaked at $2.83K in Q1 2025. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 55 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $2.83K.
  • Anderson Financial Strategies first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Dimensional US Targeted Value ETF position peaked at $2.83K in Q1 2025.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.