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Mission Hills Financial Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Mission Hills Financial Advisory’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
-14,186
Closed -$730K – 44
2025
Q1 		$730K Hold
14,186
– – 0.51% 24
2024
Q4 		$790K Hold
14,186
– – 0.61% 23
2024
Q3 		$839K Buy
+14,186
New +$767K 0.71% 22

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Mission Hills Financial Advisory's DFAT Position: Q2 2025 in Review

Mission Hills Financial Advisory sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 14,186 shares — an estimated $730K sold.

Mission Hills Financial Advisory first reported a position in DFAT in Q3 2024 and held it in 3 quarters. The position peaked at $839K in Q3 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Mission Hills Financial Advisory reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mission Hills Financial Advisory sold 14,186 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $730K.
  • Mission Hills Financial Advisory first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and held it in 3 quarters.
  • Mission Hills Financial Advisory's Dimensional US Targeted Value ETF position peaked at $839K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.