AAS
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Avantax Advisory Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Avantax Advisory Services’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 		$2.88M Buy
53,430
+2,342
+5% +$119K 0.02% 634
2025
Q1 		$2.63M Buy
51,088
+3,535
+7% +$195K 0.02% 635
2024
Q4 		$2.65M Buy
47,553
+2,622
+6% +$150K 0.02% 599
2024
Q3 		$2.5M Buy
44,931
+2,056
+5% +$111K 0.02% 599
2024
Q2 		$2.22M Buy
42,875
+7,550
+21% +$396K 0.02% 621
2024
Q1 		$1.92M Buy
35,325
+14,510
+70% +$747K 0.02% 549
2023
Q4 		$1.09M Buy
20,815
+6,012
+41% +$281K 0.01% 681
2023
Q3 		$676K Sell
14,803
-185
-1% -$8.79K 0.01% 821
2023
Q2 		$695K Sell
14,988
-2,542
-15% -$112K 0.01% 818
2023
Q1 		$780K Buy
17,530
+3,655
+26% +$169K 0.01% 745
2022
Q4 		$610K Buy
13,875
+375
+3% +$16.5K 0.01% 787
2022
Q3 		$526K Buy
13,500
+215
+2% +$9.17K 0.01% 752
2022
Q2 		$534K Buy
13,285
+3,684
+38% +$162K 0.01% 761
2022
Q1 		$446K Buy
9,601
+713
+8% +$33.2K 0.01% 833
2021
Q4 		$422K Buy
8,888
+285
+3% +$13.4K 0.01% 824
2021
Q3 		$382K Buy
8,603
+2,787
+48% +$124K 0.01% 820
2021
Q2 		$260K Buy
+5,816
New +$261K ﹤0.01% 968

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 $7.79B AUM 20.38% 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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Avantax Advisory Services's DFAT Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.6% in Q2 2025, buying an estimated $119K and bringing the position to 53,430 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #634.

Avantax Advisory Services first reported a position in DFAT in Q2 2021 and has held it in 17 quarters since. 717 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Avantax Advisory Services held 53,430 shares of Dimensional US Targeted Value ETF worth $2.88M as of Q2 2025.
  • Avantax Advisory Services bought 2,342 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $119K.
  • Dimensional US Targeted Value ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #634 holding.
  • Avantax Advisory Services first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 17 quarters since.
  • 717 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.