PrairieView Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

PrairieView Partners’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	$328K	Hold	6,090	–	–	0.03%	105
2025 Q1	$313K	Sell	6,090 -20	-0.3%	-$1.1K	0.03%	107
2024 Q4	$340K	Hold	6,110	–	–	0.04%	101
2024 Q3	$339K	Sell	6,110 -45	-0.7%	-$2.43K	0.04%	102
2024 Q2	$319K	Sell	6,155 -325	-5%	-$17K	0.04%	112
2024 Q1	$353K	Hold	6,480	–	–	0.04%	93
2023 Q4	$339K	Hold	6,480	–	–	0.04%	90
2023 Q3	$296K	Hold	6,480	–	–	0.04%	87
2023 Q2	$300K	Hold	6,480	–	–	0.04%	96
2023 Q1	$288K	Hold	6,480	–	–	0.04%	92
2022 Q4	$284K	Sell	6,480 -458	-7%	-$20.1K	0.04%	92
2022 Q3	$270K	Sell	6,938 -280	-4%	-$11.9K	0.04%	87
2022 Q2	$290K	Sell	7,218 -111	-2%	-$4.87K	0.05%	88
2022 Q1	$341K	Hold	7,329	–	–	0.05%	85
2021 Q4	$348K	Hold	7,329	–	–	0.05%	77
2021 Q3	$325K	Hold	7,329	–	–	0.05%	72
2021 Q2	$328K	Buy	+7,329	New	+$329K	0.05%	72

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

PrairieView Partners's DFAT Position: Q2 2025 in Review

PrairieView Partners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2025 at 6,090 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #105.

PrairieView Partners first reported a position in DFAT in Q2 2021 and has held it in 17 quarters since. The position peaked at $353K in Q1 2024. 718 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

PrairieView Partners held 6,090 shares of Dimensional US Targeted Value ETF worth $328K as of Q2 2025.
PrairieView Partners left its Dimensional US Targeted Value ETF share count unchanged in Q2 2025.
Dimensional US Targeted Value ETF made up 0.03% of PrairieView Partners's portfolio in Q2 2025, its #105 holding.
PrairieView Partners first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 17 quarters since.
PrairieView Partners's Dimensional US Targeted Value ETF position peaked at $353K in Q1 2024.
718 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.