CIBC Private Wealth Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

CIBC Private Wealth Group’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	$33.2K	Sell	557 -98	-15%	-$5.72K	﹤0.01%	1956
2025 Q3	$38.1K	Buy	655 +243	+59%	+$13.8K	﹤0.01%	1909
2025 Q2	$22.2K	Sell	412 -7,678	-95%	-$391K	﹤0.01%	1975
2025 Q1	$362K	Buy	8,090 +536	+7%	+$29.5K	﹤0.01%	899
2024 Q4	$420K	Sell	7,554 -4,047	-35%	-$232K	﹤0.01%	917
2024 Q3	$645K	Buy	11,601 +7,087	+157%	+$383K	﹤0.01%	793
2024 Q2	$231K	Sell	4,514 -926	-17%	-$48.6K	﹤0.01%	1041
2024 Q1	$294K	Buy	+5,440	New	+$280K	﹤0.01%	980

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 $7.79B 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 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Align Financial Hermantown, Minnesota $176M AUM

CIBC Private Wealth Group's DFAT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 15% in Q4 2025, selling an estimated $5.72K and leaving 557 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

CIBC Private Wealth Group first reported a position in DFAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $645K in Q3 2024. 791 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

CIBC Private Wealth Group held 557 shares of Dimensional US Targeted Value ETF worth $33.2K as of Q4 2025.
CIBC Private Wealth Group sold 98 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $5.72K.
Dimensional US Targeted Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1956 holding.
CIBC Private Wealth Group first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's Dimensional US Targeted Value ETF position peaked at $645K in Q3 2024.
791 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.