Lauer Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lauer 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
2025 Q2	–	Sell	-29,555	Closed	-$1.46M	–	58
2025 Q1	$1.46M	Buy	29,555 +480	+2%	+$26.4K	1.13%	14
2024 Q4	$1.62M	Hold	29,075	–	–	1.08%	15
2024 Q3	$1.6M	Buy	29,075 +555	+2%	+$30K	1.23%	14
2024 Q2	$1.52M	Buy	28,520 +500	+2%	+$26.2K	1.2%	14
2024 Q1	$1.46M	Hold	28,020	–	–	1.27%	15
2023 Q4	$1.44M	Hold	28,020	–	–	1.33%	15
2023 Q3	$1.26M	Hold	28,020	–	–	1.36%	17
2023 Q2	$1.37M	Buy	+28,020	New	+$1.23M	1.41%	17

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Lauer Wealth's DFAT Position: Q2 2025 in Review

Lauer Wealth sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 29,555 shares — an estimated $1.46M sold.

Lauer Wealth first reported a position in DFAT in Q2 2023 and held it in 8 quarters. The position peaked at $1.62M in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

Lauer Wealth reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
Lauer Wealth sold 29,555 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $1.46M.
Lauer Wealth first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 8 quarters.
Lauer Wealth's Dimensional US Targeted Value ETF position peaked at $1.62M in Q4 2024.
716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Lauer Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.