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

Bellwether 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
2025
Q3 		– Sell
-1,206
Closed -$65.1K – 245
2025
Q2 		$65.1K Hold
1,206
– – 0.01% 199
2025
Q1 		$62.1K Hold
1,206
– – 0.01% 206
2024
Q4 		$67.1K Buy
+1,206
New +$69K 0.01% 206
2023
Q2 		– Sell
-1,206
Closed -$53.7K – 176
2023
Q1 		$53.7K Hold
1,206
– – 0.01% 189
2022
Q4 		$53K Hold
1,206
– – 0.02% 187
2022
Q3 		$46K Hold
1,206
– – 0.02% 168
2022
Q2 		$48K Hold
1,206
– – 0.02% 169
2022
Q1 		$56K Hold
1,206
– – 0.02% 191
2021
Q4 		$57K Buy
+1,206
New +$56.6K 0.02% 189

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Bellwether Advisors's DFAT Position: Q3 2025 in Review

Bellwether Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2025, closing a stake of 1,206 shares — an estimated $65.1K sold.

Bellwether Advisors first reported a position in DFAT in Q4 2021 and held it in 9 quarters. The position peaked at $67.1K in Q4 2024. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • Bellwether Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,206 Dimensional US Targeted Value ETF shares in Q3 2025, an estimated $65.1K.
  • Bellwether Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 9 quarters.
  • Bellwether Advisors's Dimensional US Targeted Value ETF position peaked at $67.1K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.