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

Bordeaux Wealth 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
Q2 		– Sell
-7,464
Closed -$384K – 161
2025
Q1 		$384K Hold
7,464
– – 0.07% 102
2024
Q4 		$415K Sell
7,464
-1,770
-19% -$101K 0.07% 97
2024
Q3 		$514K Buy
9,234
+1,770
+24% +$95.7K 0.09% 89
2024
Q2 		$387K Hold
7,464
– – 0.07% 94
2024
Q1 		$406K Hold
7,464
– – 0.13% 68
2023
Q4 		$391K Buy
+7,464
New +$349K 0.13% 71

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 $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Bordeaux Wealth Advisors's DFAT Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 7,464 shares — an estimated $384K sold.

Bordeaux Wealth Advisors first reported a position in DFAT in Q4 2023 and held it in 6 quarters. The position peaked at $514K in Q3 2024. 717 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 7,464 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $384K.
  • Bordeaux Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 6 quarters.
  • Bordeaux Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $514K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.