Castleview Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Castleview Partners’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 Q3	–	Sell	-176	Closed	-$9.13K	–	628
2024 Q2	$9.13K	Buy	176 +8	+5%	+$420	0.01%	542
2024 Q1	$9.14K	Hold	168	–	–	0.01%	547
2023 Q4	$8.77K	Sell	168 -938	-85%	-$43.9K	0.01%	527
2023 Q3	$50.5K	Buy	+1,106	New	+$52.5K	0.05%	251
2023 Q2	–	Sell	-133	Closed	-$5.94K	–	693
2023 Q1	$5.94K	Hold	133	–	–	0.01%	481
2022 Q4	$5.84K	Hold	133	–	–	0.01%	432
2022 Q3	$5K	Buy	133 +131	+6,550%	+$5.59K	﹤0.01%	451
2022 Q2	$69	Buy	+2	New	+$88	﹤0.01%	754

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Castleview Partners's DFAT Position: Q3 2024 in Review

Castleview Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2024, closing a stake of 176 shares — an estimated $9.13K sold.

Castleview Partners first reported a position in DFAT in Q2 2022 and held it in 8 quarters. The position peaked at $50.5K in Q3 2023. 633 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

Castleview Partners reported no remaining Dimensional US Targeted Value ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 176 Dimensional US Targeted Value ETF shares in Q3 2024, an estimated $9.13K.
Castleview Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and held it in 8 quarters.
Castleview Partners's Dimensional US Targeted Value ETF position peaked at $50.5K in Q3 2023.
633 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.