OLVIG
DFAT icon

Oliver Lagore Vanvalin Investment Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$81.2K Buy
1,458
+888
+156% +$50.8K 0.02% 203
2024
Q3 		$31.7K Buy
570
+63
+12% +$3.41K 0.01% 293
2024
Q2 		$26.3K Buy
507
+142
+39% +$7.45K 0.01% 305
2024
Q1 		$19.9K Sell
365
-394
-52% -$20.3K 0.01% 343
2023
Q4 		$39.7K Buy
759
+190
+33% +$8.88K 0.01% 236
2023
Q3 		$26K Buy
569
+32
+6% +$1.52K 0.01% 316
2023
Q2 		$24.9K Buy
537
+32
+6% +$1.4K 0.01% 341
2023
Q1 		$22.5K Buy
+505
New +$23.4K 0.01% 275

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFAT Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Dimensional US Targeted Value ETF (DFAT) stake by 156% in Q4 2024, buying an estimated $50.8K and bringing the position to 1,458 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #203.

Oliver Lagore Vanvalin Investment Group first reported a position in DFAT in Q1 2023 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 1,458 shares of Dimensional US Targeted Value ETF worth $81.2K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 888 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $50.8K.
  • Dimensional US Targeted Value ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #203 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.