CAS
DFAT icon

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

Coppell Advisory Solutions’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
Q1 		– Sell
-2,369
Closed -$131K – 688
2024
Q4 		$131K Sell
2,369
-55
-2% -$3.15K 0.02% 364
2024
Q3 		$134K Sell
2,424
-142
-6% -$7.68K 0.02% 351
2024
Q2 		$133K Buy
+2,566
New +$135K 0.02% 335
2023
Q4 		$119K Buy
2,282
+520
+30% +$24.3K 0.02% 333
2023
Q3 		$77.4K Sell
1,762
-522
-23% -$24.8K 0.03% 241
2023
Q2 		$106K Buy
+2,284
New +$100K 0.03% 261
2023
Q1 		– Sell
-1,762
Closed -$77.4K – 410
2022
Q4 		$77.4K Buy
+1,762
New +$77.4K 0.03% 245

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Coppell Advisory Solutions's DFAT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 2,369 shares — an estimated $131K sold.

Coppell Advisory Solutions first reported a position in DFAT in Q4 2022 and held it in 7 quarters. The position peaked at $134K in Q3 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,369 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $131K.
  • Coppell Advisory Solutions first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Dimensional US Targeted Value ETF position peaked at $134K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.