Caldwell Sutter Capital’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Caldwell Sutter 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
2025 Q4	–	Sell	-112	Closed	-$6.52K	–	882
2025 Q3	$6.52K	Hold	112	–	–	﹤0.01%	605
2025 Q2	$6.04K	Hold	112	–	–	﹤0.01%	598
2025 Q1	$5.77K	Hold	112	–	–	﹤0.01%	610
2024 Q4	$6.23K	Hold	112	–	–	﹤0.01%	611
2024 Q3	$6.23K	Hold	112	–	–	﹤0.01%	618
2024 Q2	$5.81K	Hold	112	–	–	﹤0.01%	613
2024 Q1	$6.1K	Hold	112	–	–	﹤0.01%	606
2023 Q4	$5.86K	Hold	112	–	–	﹤0.01%	607
2023 Q3	$5.12K	Hold	112	–	–	﹤0.01%	598
2023 Q2	$5.2K	Hold	112	–	–	﹤0.01%	598
2023 Q1	$4.98K	Hold	112	–	–	﹤0.01%	440
2022 Q4	$4.92K	Buy	+112	New	+$4.92K	﹤0.01%	278

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Caldwell Sutter Capital's DFAT Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2025, closing a stake of 112 shares — an estimated $6.52K sold.

Caldwell Sutter Capital first reported a position in DFAT in Q4 2022 and held it in 12 quarters. The position peaked at $6.52K in Q3 2025. 793 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

Caldwell Sutter Capital reported no remaining Dimensional US Targeted Value ETF position as of Q4 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 112 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $6.52K.
Caldwell Sutter Capital first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 12 quarters.
Caldwell Sutter Capital's Dimensional US Targeted Value ETF position peaked at $6.52K in Q3 2025.
793 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.