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

Prudential Financial’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 		– Sell
-44,132
Closed -$2.46M – 2364
2024
Q3 		$2.46M Buy
44,132
+12,968
+42% +$701K ﹤0.01% 1375
2024
Q2 		$1.62M Buy
31,164
+6,823
+28% +$358K ﹤0.01% 1541
2024
Q1 		$1.32M Buy
24,341
+5,176
+27% +$266K ﹤0.01% 1684
2023
Q4 		$1M Buy
19,165
+14,384
+301% +$672K ﹤0.01% 1818
2023
Q3 		$218K Buy
+4,781
New +$227K ﹤0.01% 2369

Other funds holding DFAT

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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
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

Prudential Financial's DFAT Position: Q4 2024 in Review

Prudential Financial sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 44,132 shares — an estimated $2.46M sold.

Prudential Financial first reported a position in DFAT in Q3 2023 and held it in 5 quarters. The position peaked at $2.46M in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Prudential Financial reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 44,132 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $2.46M.
  • Prudential Financial first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 5 quarters.
  • Prudential Financial's Dimensional US Targeted Value ETF position peaked at $2.46M in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.