JSW
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Journey Strategic Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Journey Strategic Wealth’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
-8,421
Closed -$468K – 520
2024
Q3 		$468K Buy
+8,421
New +$455K 0.02% 230

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Journey Strategic Wealth's DFAT Position: Q4 2024 in Review

Journey Strategic Wealth sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 8,421 shares — an estimated $468K sold.

Journey Strategic Wealth first reported a position in DFAT in Q3 2024 and held it in 1 quarter. The position peaked at $468K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Journey Strategic Wealth reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,421 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $468K.
  • Journey Strategic Wealth first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's Dimensional US Targeted Value ETF position peaked at $468K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.