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Aspect Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Aspect Partners’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
Q1 		– Sell
-519
Closed -$28.9K – 623
2024
Q4 		$28.9K Buy
519
+313
+152% +$17.9K 0.02% 166
2024
Q3 		$11.5K Sell
206
-8
-4% -$433 0.01% 256
2024
Q2 		$11.1K Hold
214
– – 0.01% 249
2024
Q1 		$11.6K Hold
214
– – 0.01% 255
2023
Q4 		$11.2K Buy
+214
New +$10K 0.01% 245

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Aspect Partners's DFAT Position: Q1 2025 in Review

Aspect Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 519 shares — an estimated $28.9K sold.

Aspect Partners first reported a position in DFAT in Q4 2023 and held it in 5 quarters. The position peaked at $28.9K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Aspect Partners reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 519 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $28.9K.
  • Aspect Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 5 quarters.
  • Aspect Partners's Dimensional US Targeted Value ETF position peaked at $28.9K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.