BFA
DFAT icon

BBJS Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BBJS Financial 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
Q3 		$31.8K Buy
572
+2
+0.4% +$108 0.01% 86
2024
Q2 		$29.6K Buy
+570
New +$29.9K 0.01% 88

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BBJS Financial Advisors's DFAT Position: Q3 2024 in Review

BBJS Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.35% in Q3 2024, buying an estimated $108 and bringing the position to 572 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #86.

BBJS Financial Advisors first reported a position in DFAT in Q2 2024 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

  • BBJS Financial Advisors held 572 shares of Dimensional US Targeted Value ETF worth $31.8K as of Q3 2024.
  • BBJS Financial Advisors bought 2 Dimensional US Targeted Value ETF shares in Q3 2024, an estimated $108.
  • Dimensional US Targeted Value ETF made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #86 holding.
  • BBJS Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.