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Legacy Investment Solutions’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Legacy Investment Solutions’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 		$22.3K Sell
392
-392
-50% -$22.4K 0.01% 204
2024
Q3 		$46.3K Buy
+784
New +$42.4K 0.03% 124

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FFM
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IFA
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SC
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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
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Corient Private Wealth
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ADL
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Legacy Investment Solutions's DFAT Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Dimensional US Targeted Value ETF (DFAT) stake by 50% in Q4 2024, selling an estimated $22.4K and leaving 392 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #204.

Legacy Investment Solutions first reported a position in DFAT in Q3 2024 and has held it in 2 quarters since. The position peaked at $46.3K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Legacy Investment Solutions held 392 shares of Dimensional US Targeted Value ETF worth $22.3K as of Q4 2024.
  • Legacy Investment Solutions sold 392 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $22.4K.
  • Dimensional US Targeted Value ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #204 holding.
  • Legacy Investment Solutions first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dimensional US Targeted Value ETF position peaked at $46.3K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.