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B.O.S.S. Retirement Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-21,298
Closed -$1.18M – 207
2024
Q3 		$1.18M Buy
21,298
+2,948
+16% +$159K 0.24% 109
2024
Q2 		$952K Buy
18,350
+6,888
+60% +$361K 0.24% 108
2024
Q1 		$600K Sell
11,462
-837
-7% -$43.1K 0.23% 103
2023
Q4 		$644K Buy
12,299
+1,296
+12% +$60.6K 0.12% 175
2023
Q3 		$503K Buy
11,003
+2,455
+29% +$117K 0.11% 187
2023
Q2 		$397K Buy
8,548
+2,584
+43% +$113K 0.08% 187
2023
Q1 		$265K Buy
5,964
+692
+13% +$32.1K 0.06% 196
2022
Q4 		$232K Buy
+5,272
New +$232K 0.06% 198

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFAT Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 21,298 shares — an estimated $1.18M sold.

B.O.S.S. Retirement Advisors first reported a position in DFAT in Q4 2022 and held it in 8 quarters. The position peaked at $1.18M in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 21,298 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $1.18M.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Dimensional US Targeted Value ETF position peaked at $1.18M in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.