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

Callan 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
Q1 		$354K Buy
+6,867
New +$378K 0.03% 257

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 $7.07B AUM 18.05% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Callan Capital's DFAT Position: Q1 2025 in Review

Callan Capital opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2025: 6,867 shares worth $354K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Callan Capital held 6,867 shares of Dimensional US Targeted Value ETF worth $354K as of Q1 2025.
  • Dimensional US Targeted Value ETF was a new Callan Capital position in Q1 2025.
  • Dimensional US Targeted Value ETF made up 0.03% of Callan Capital's portfolio in Q1 2025, its #257 holding.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.