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	–	179
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 $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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return