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International Assets Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

International Assets Investment Management’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
-112,517
Closed -$2.31K – 1068
2024
Q3 		$2.31K Buy
+112,517
New +$6.08M 0.01% 835
2023
Q3 		– Sell
-23,913
Closed -$675K – 640
2023
Q2 		$675K Buy
+23,913
New +$1.05M 0.09% 212

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 $7.79B AUM 20.38% 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

International Assets Investment Management's DFAT Position: Q4 2024 in Review

International Assets Investment Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 112,517 shares — an estimated $2.31K sold.

International Assets Investment Management first reported a position in DFAT in Q2 2023 and held it in 2 quarters. The position peaked at $675K in Q2 2023. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • International Assets Investment Management reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 112,517 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $2.31K.
  • International Assets Investment Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 2 quarters.
  • International Assets Investment Management's Dimensional US Targeted Value ETF position peaked at $675K in Q2 2023.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.