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Continuum Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-102
Closed -$5.25K – 680
2025
Q1 		$5.25K Hold
102
– – ﹤0.01% 1103
2024
Q4 		$5.68K Hold
102
– – ﹤0.01% 1102
2024
Q3 		$5.98K Hold
102
– – ﹤0.01% 1111
2024
Q2 		$5.29K Hold
102
– – ﹤0.01% 1070
2024
Q1 		$5.48K Buy
+102
New +$5.25K ﹤0.01% 1050

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Continuum Advisory's DFAT Position: Q2 2025 in Review

Continuum Advisory sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 102 shares — an estimated $5.25K sold.

Continuum Advisory first reported a position in DFAT in Q1 2024 and held it in 5 quarters. The position peaked at $5.98K in Q3 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Continuum Advisory reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 102 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $5.25K.
  • Continuum Advisory first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Dimensional US Targeted Value ETF position peaked at $5.98K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.