KAM
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Kraft Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Kraft Asset 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
2025
Q2 		$21M Sell
389,227
-37,651
-9% -$1.92M 19.54% 1
2025
Q1 		$22M Sell
426,878
-39,257
-8% -$2.16M 20.13% 1
2024
Q4 		$26.6M Sell
466,135
-6,142
-1% -$351K 20.54% 1
2024
Q3 		$26.3M Sell
472,277
-2,202
-0.5% -$119K 20.57% 1
2024
Q2 		$24.6M Sell
474,479
-28,866
-6% -$1.51M 20.69% 1
2024
Q1 		$27.4M Sell
503,345
-35,151
-7% -$1.81M 22.06% 1
2023
Q4 		$28.2M Sell
538,496
-6,280
-1% -$294K 23.73% 1
2023
Q3 		$24.9M Sell
544,776
-9,608
-2% -$456K 23.41% 1
2023
Q2 		$25.7M Sell
554,384
-42,286
-7% -$1.86M 23.11% 1
2023
Q1 		$26.6M Sell
596,670
-48,600
-8% -$2.25M 23.69% 1
2022
Q4 		$28.4M Buy
645,270
+3,675
+0.6% +$161K 25.84% 1
2022
Q3 		$25M Sell
641,595
-20,734
-3% -$884K 25.34% 1
2022
Q2 		$26.6M Buy
662,329
+10,428
+2% +$457K 25.6% 1
2022
Q1 		$30.4M Buy
651,901
+43,299
+7% +$2.02M 31.58% 1
2021
Q4 		$28.9M Buy
+608,602
New +$28.6M 31.44% 1

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