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

Hobbs Group 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
2024
Q4 		– Sell
-1,968
Closed -$109K – 265
2024
Q3 		$109K Buy
+1,968
New +$106K 0.04% 192

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Hobbs Group Advisors's DFAT Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 1,968 shares — an estimated $109K sold.

Hobbs Group Advisors first reported a position in DFAT in Q3 2024 and held it in 1 quarter. The position peaked at $109K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,968 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $109K.
  • Hobbs Group Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and held it in 1 quarter.
  • Hobbs Group Advisors's Dimensional US Targeted Value ETF position peaked at $109K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.