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

Pineridge 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
2025 Q3	$11.3K	Buy	195 +1	+0.5%	+$57	﹤0.01%	195
2025 Q2	$10.5K	Buy	194 +1	+0.5%	+$51	﹤0.01%	214
2025 Q1	$9.94K	Buy	193 +1	+0.5%	+$55	﹤0.01%	224
2024 Q4	$10.7K	Hold	192	–	–	﹤0.01%	291
2024 Q3	$10.7K	Buy	192 +1	+0.5%	+$54	﹤0.01%	274
2024 Q2	$9.91K	Hold	191	–	–	﹤0.01%	284
2024 Q1	$10.4K	Hold	191	–	–	﹤0.01%	289
2023 Q4	$9.99K	Buy	+191	New	+$8.93K	﹤0.01%	381

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

PFA

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

FPAS

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

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Pineridge Advisors's DFAT Position: Q3 2025 in Review

Pineridge Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.52% in Q3 2025, buying an estimated $57 and bringing the position to 195 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Pineridge Advisors first reported a position in DFAT in Q4 2023 and has held it in 8 quarters since. 729 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

Pineridge Advisors held 195 shares of Dimensional US Targeted Value ETF worth $11.3K as of Q3 2025.
Pineridge Advisors bought 1 Dimensional US Targeted Value ETF share in Q3 2025, an estimated $57.
Dimensional US Targeted Value ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #195 holding.
Pineridge Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 8 quarters since.
729 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.