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Bull Oak Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bull Oak 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
-1,342
Closed -$74.6K – 40
2024
Q3 		$74.6K Sell
1,342
-77
-5% -$4.16K 0.04% 43
2024
Q2 		$73.6K Sell
1,419
-76
-5% -$3.99K 0.05% 23
2024
Q1 		$81.4K Sell
1,495
-1,379
-48% -$71K 0.05% 22
2023
Q4 		$150K Hold
2,874
– – 0.04% 19
2023
Q3 		$131K Buy
+2,874
New +$136K 0.14% 16

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FFM
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IFA
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SC
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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
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Bull Oak Capital's DFAT Position: Q4 2024 in Review

Bull Oak Capital sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 1,342 shares — an estimated $74.6K sold.

Bull Oak Capital first reported a position in DFAT in Q3 2023 and held it in 5 quarters. The position peaked at $150K in Q4 2023. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Bull Oak Capital reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 1,342 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $74.6K.
  • Bull Oak Capital first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 5 quarters.
  • Bull Oak Capital's Dimensional US Targeted Value ETF position peaked at $150K in Q4 2023.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.