PWM
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Parkworth Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Parkworth Wealth Management’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 		$4.4M Sell
81,620
-266
-0.3% -$13.5K 3.18% 8
2025
Q1 		$4.22M Buy
81,886
+168
+0.2% +$9.24K 3.37% 7
2024
Q4 		$4.55M Buy
+81,718
New +$4.68M 3.78% 8

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 $7.07B AUM 18.05% 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
SC
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

Parkworth Wealth Management's DFAT Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.32% in Q2 2025, selling an estimated $13.5K and leaving 81,620 shares worth $4.4M. The position accounts for 3.18% of the portfolio, ranked #8.

Parkworth Wealth Management first reported a position in DFAT in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.55M in Q4 2024. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • Parkworth Wealth Management held 81,620 shares of Dimensional US Targeted Value ETF worth $4.4M as of Q2 2025.
  • Parkworth Wealth Management sold 266 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $13.5K.
  • Dimensional US Targeted Value ETF made up 3.18% of Parkworth Wealth Management's portfolio in Q2 2025, its #8 holding.
  • Parkworth Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Dimensional US Targeted Value ETF position peaked at $4.55M in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

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