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Global Financial Private Client’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Global Financial Private Client’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
-80
Closed -$4.12K – 570
2025
Q1 		$4.12K Hold
80
– – ﹤0.01% 721
2024
Q4 		$4.45K Hold
80
– – ﹤0.01% 646
2024
Q3 		$4.45K Buy
80
+30
+60% +$1.62K ﹤0.01% 655
2024
Q2 		$2.59K Buy
+50
New +$2.62K ﹤0.01% 554

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
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

Global Financial Private Client's DFAT Position: Q2 2025 in Review

Global Financial Private Client sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 80 shares — an estimated $4.12K sold.

Global Financial Private Client first reported a position in DFAT in Q2 2024 and held it in 4 quarters. The position peaked at $4.45K in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Global Financial Private Client reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 80 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $4.12K.
  • Global Financial Private Client first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and held it in 4 quarters.
  • Global Financial Private Client's Dimensional US Targeted Value ETF position peaked at $4.45K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.