Pure Portfolios Holdings’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Pure Portfolios Holdings’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 Q4	$1.73M	Buy	28,983 +638	+2%	+$37.2K	0.52%	34
2025 Q3	$1.65M	Buy	28,345 +899	+3%	+$51.2K	0.52%	35
2025 Q2	$1.48M	Sell	27,446 -1,892	-6%	-$96.4K	0.5%	36
2025 Q1	$1.51M	Buy	29,338 +3,386	+13%	+$186K	0.56%	31
2024 Q4	$1.44M	Buy	25,952 +1,863	+8%	+$107K	0.54%	31
2024 Q3	$1.34M	Buy	+24,089	New	+$1.3M	0.51%	33

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

PFA

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

FPAS

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Align Financial Hermantown, Minnesota $176M AUM

Pure Portfolios Holdings's DFAT Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Dimensional US Targeted Value ETF (DFAT) stake by 2.3% in Q4 2025, buying an estimated $37.2K and bringing the position to 28,983 shares worth $1.73M. The position accounts for 0.52% of the portfolio, ranked #34.

Pure Portfolios Holdings first reported a position in DFAT in Q3 2024 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

Pure Portfolios Holdings held 28,983 shares of Dimensional US Targeted Value ETF worth $1.73M as of Q4 2025.
Pure Portfolios Holdings bought 638 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $37.2K.
Dimensional US Targeted Value ETF made up 0.52% of Pure Portfolios Holdings's portfolio in Q4 2025, its #34 holding.
Pure Portfolios Holdings first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.