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Freestone Capital Holdings’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Freestone Capital Holdings’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
-6,131
Closed -$316K – 464
2025
Q1 		$316K Buy
+6,131
New +$337K 0.01% 350

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Freestone Capital Holdings's DFAT Position: Q2 2025 in Review

Freestone Capital Holdings sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 6,131 shares — an estimated $316K sold.

Freestone Capital Holdings first reported a position in DFAT in Q1 2025 and held it in 1 quarter. The position peaked at $316K in Q1 2025. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Freestone Capital Holdings reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 6,131 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $316K.
  • Freestone Capital Holdings first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and held it in 1 quarter.
  • Freestone Capital Holdings's Dimensional US Targeted Value ETF position peaked at $316K in Q1 2025.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Freestone Capital Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.