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

Capital Analysts LLC’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
-89
Closed -$5K – 1481
2025
Q3 		$5K Buy
+89
New +$5.07K ﹤0.01% 1295

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $176M AUM

Capital Analysts LLC's DFAT Position: Q4 2025 in Review

Capital Analysts LLC sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2025, closing a stake of 89 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in DFAT in Q3 2025 and held it in 1 quarter. The position peaked at $5K in Q3 2025. 791 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Capital Analysts LLC reported no remaining Dimensional US Targeted Value ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 89 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $5K.
  • Capital Analysts LLC first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and held it in 1 quarter.
  • Capital Analysts LLC's Dimensional US Targeted Value ETF position peaked at $5K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.