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Crewe Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Crewe Advisors’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
-1,510
Closed -$77.8K – 768
2025
Q1 		$77.8K Buy
+1,510
New +$83.1K 0.01% 225

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Crewe Advisors's DFAT Position: Q2 2025 in Review

Crewe Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 1,510 shares — an estimated $77.8K sold.

Crewe Advisors first reported a position in DFAT in Q1 2025 and held it in 1 quarter. The position peaked at $77.8K in Q1 2025. 718 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Crewe Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 1,510 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $77.8K.
  • Crewe Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and held it in 1 quarter.
  • Crewe Advisors's Dimensional US Targeted Value ETF position peaked at $77.8K in Q1 2025.
  • 718 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.