EP
DFAT icon

Essential Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Essential Planning’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
-10,668
Closed -$611K – 130
2024
Q4 		$611K Buy
+10,668
New +$610K ﹤0.01% 257

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

Essential Planning's DFAT Position: Q1 2025 in Review

Essential Planning sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 10,668 shares — an estimated $611K sold.

Essential Planning first reported a position in DFAT in Q4 2024 and held it in 1 quarter. The position peaked at $611K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Essential Planning reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 10,668 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $611K.
  • Essential Planning first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Dimensional US Targeted Value ETF position peaked at $611K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.