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Clear Investment Research’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clear Investment Research’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
2026
Q1 		$102K Buy
+1,637
New +$104K 0.16% 81
2025
Q4 		– Sell
-1,657
Closed -$96.5K – 93
2025
Q3 		$96.5K Buy
1,657
+6
+0.4% +$342 0.13% 88
2025
Q2 		$89.1K Sell
1,651
-245
-13% -$12.5K 0.11% 89
2025
Q1 		$97.7K Buy
1,896
+41
+2% +$2.26K 0.13% 78
2024
Q4 		$103K Sell
1,855
-66
-3% -$3.78K 0.13% 76
2024
Q3 		$107K Sell
1,921
-314
-14% -$17K 0.14% 76
2024
Q2 		$116K Buy
2,235
+59
+3% +$3.1K 0.15% 69
2024
Q1 		$118K Buy
2,176
+38
+2% +$1.96K 0.16% 64
2023
Q4 		$112K Sell
2,138
-19
-0.9% -$888 0.16% 68
2023
Q3 		$98.6K Sell
2,157
-519
-19% -$24.6K 0.17% 65
2023
Q2 		$124K Sell
2,676
-181
-6% -$7.94K 0.21% 60
2023
Q1 		$127K Buy
2,857
+2,557
+852% +$119K 0.22% 57
2022
Q4 		$13K Buy
+300
New +$13.2K 0.03% 114

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return