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

Efficient Frontier 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	$25.2M	Sell	466,243 -33,834	-7%	-$1.72M	15.97%	3
2025 Q1	$25.7M	Buy	500,077 +2,153	+0.4%	+$118K	16.75%	3
2024 Q4	$27.7M	Sell	497,924 -5,238	-1%	-$300K	18.33%	3
2024 Q3	$28M	Buy	503,162 +4,478	+0.9%	+$242K	18.12%	3
2024 Q2	$25.9M	Sell	498,684 -73,543	-13%	-$3.86M	18.23%	3
2024 Q1	$31.1M	Buy	572,227 +14,360	+3%	+$739K	24.67%	2
2023 Q4	$29.2M	Buy	+557,867	New	+$26.1M	24.54%	2

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Efficient Frontier Advisors's DFAT Position: Q2 2025 in Review

Efficient Frontier Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 6.8% in Q2 2025, selling an estimated $1.72M and leaving 466,243 shares worth $25.2M. The position accounts for 15.97% of the portfolio, ranked #3.

Efficient Frontier Advisors first reported a position in DFAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $31.1M in Q1 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

Efficient Frontier Advisors held 466,243 shares of Dimensional US Targeted Value ETF worth $25.2M as of Q2 2025.
Efficient Frontier Advisors sold 33,834 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $1.72M.
Dimensional US Targeted Value ETF made up 15.97% of Efficient Frontier Advisors's portfolio in Q2 2025, its #3 holding.
Efficient Frontier Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 7 quarters since.
Efficient Frontier Advisors's Dimensional US Targeted Value ETF position peaked at $31.1M in Q1 2024.
716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.