Clifford Swan Investment Counsel’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clifford Swan Investment Counsel’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	-4,204	Closed	-$245K	–	325
2025 Q3	$245K	Hold	4,204	–	–	0.01%	301
2025 Q2	$227K	Hold	4,204	–	–	0.01%	295
2025 Q1	$216K	Hold	4,204	–	–	0.01%	298
2024 Q4	$234K	Hold	4,204	–	–	0.01%	289
2024 Q3	$234K	Hold	4,204	–	–	0.01%	294
2024 Q2	$218K	Sell	4,204 -98	-2%	-$5.14K	0.01%	293
2024 Q1	$234K	Hold	4,302	–	–	0.01%	286
2023 Q4	$225K	Buy	+4,302	New	+$201K	0.01%	287
2021 Q4	–	Sell	-4,204	Closed	-$200K	–	338
2021 Q3	$200K	Buy	+4,204	New	+$186K	0.01%	325

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $20.3B AUM

Align Financial Hermantown, Minnesota $176M AUM