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

Fiducient 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	-20,161	Closed	-$1.04M	–	162
2025 Q1	$1.04M	Buy	20,161 +62	+0.3%	+$3.41K	0.13%	74
2024 Q4	$1.12M	Buy	20,099 +75	+0.4%	+$4.29K	0.14%	67
2024 Q3	$1.11M	Buy	20,024 +73	+0.4%	+$3.95K	0.13%	68
2024 Q2	$1.03M	Buy	19,951 +81	+0.4%	+$4.25K	0.14%	62
2024 Q1	$1.08M	Buy	19,870 +39	+0.2%	+$2.01K	0.21%	47
2023 Q4	$1.04M	Buy	19,831 +76	+0.4%	+$3.55K	0.19%	41
2023 Q3	$903K	Buy	19,755 +76	+0.4%	+$3.61K	0.05%	47
2023 Q2	$913K	Buy	19,679 +84	+0.4%	+$3.69K	0.28%	27
2023 Q1	$872K	Buy	+19,595	New	+$909K	0.28%	24

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

Fiducient Advisors's DFAT Position: Q2 2025 in Review

Fiducient Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 20,161 shares — an estimated $1.04M sold.

Fiducient Advisors first reported a position in DFAT in Q1 2023 and held it in 9 quarters. The position peaked at $1.12M in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

Fiducient Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
Fiducient Advisors sold 20,161 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $1.04M.
Fiducient Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and held it in 9 quarters.
Fiducient Advisors's Dimensional US Targeted Value ETF position peaked at $1.12M in Q4 2024.
716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Fiducient Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.