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Bullock Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bullock Wealth Management’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
Q1 		– Sell
-44
Closed -$2.45K – 582
2024
Q4 		$2.45K Hold
44
– – ﹤0.01% 492
2024
Q3 		$2.42K Hold
44
– – ﹤0.01% 480
2024
Q2 		$2.26K Hold
44
– – ﹤0.01% 466
2024
Q1 		$2.37K Buy
+44
New +$2.27K ﹤0.01% 472

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FFM
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IFA
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Bullock Wealth Management's DFAT Position: Q1 2025 in Review

Bullock Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 44 shares — an estimated $2.45K sold.

Bullock Wealth Management first reported a position in DFAT in Q1 2024 and held it in 4 quarters. The position peaked at $2.45K in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Bullock Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 44 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $2.45K.
  • Bullock Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Dimensional US Targeted Value ETF position peaked at $2.45K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.