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Bear Mountain Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bear Mountain Capital’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
-288
Closed -$16.1K – 177
2024
Q3 		$16.1K Hold
288
– – 0.01% 82
2024
Q2 		$15.5K Hold
288
– – 0.01% 89
2024
Q1 		$14.5K Hold
288
– – 0.01% 95
2023
Q4 		$14.3K Buy
+288
New +$13.5K 0.01% 106

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IFA
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SC
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FPAS
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PFA
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JTWM
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ADL
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Bear Mountain Capital's DFAT Position: Q4 2024 in Review

Bear Mountain Capital sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 288 shares — an estimated $16.1K sold.

Bear Mountain Capital first reported a position in DFAT in Q4 2023 and held it in 4 quarters. The position peaked at $16.1K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Bear Mountain Capital reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bear Mountain Capital sold 288 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $16.1K.
  • Bear Mountain Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 4 quarters.
  • Bear Mountain Capital's Dimensional US Targeted Value ETF position peaked at $16.1K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Bear Mountain Capital's 13F filing for Q4 2024, filed 3 Feb 2025.