Pettinga Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pettinga Financial Advisors’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
2026 Q1	–	Sell	-3,956	Closed	-$236K	–	150
2025 Q4	$236K	Hold	3,956	–	–	0.04%	131
2025 Q3	$230K	Hold	3,956	–	–	0.04%	126
2025 Q2	$213K	Hold	3,956	–	–	0.05%	125
2025 Q1	$204K	Hold	3,956	–	–	0.05%	125
2024 Q4	$220K	Hold	3,956	–	–	0.05%	119
2024 Q3	$220K	Hold	3,956	–	–	0.05%	112
2024 Q2	$205K	Hold	3,956	–	–	0.05%	116
2024 Q1	$215K	Hold	3,956	–	–	0.05%	113
2023 Q4	$207K	Buy	+3,956	New	+$185K	0.06%	113
2022 Q4	–	Sell	-7,401	Closed	-$288K	–	101
2022 Q3	$288K	Sell	7,401 -3,350	-31%	-$143K	0.1%	80
2022 Q2	$432K	Buy	+10,751	New	+$471K	0.13%	72

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Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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