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My Personal CFO LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

My Personal CFO LLC’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
Q4 		– Sell
-25,679
Closed -$1.49M – 107
2025
Q3 		$1.49M Buy
+25,679
New +$1.46M 0.58% 37

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 $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $202M AUM

My Personal CFO LLC's DFAT Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2025, closing a stake of 25,679 shares — an estimated $1.49M sold.

My Personal CFO LLC first reported a position in DFAT in Q3 2025 and held it in 1 quarter. The position peaked at $1.49M in Q3 2025. 792 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional US Targeted Value ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 25,679 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $1.49M.
  • My Personal CFO LLC first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional US Targeted Value ETF position peaked at $1.49M in Q3 2025.
  • 792 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.