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

Reyes Financial Architecture’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 		– Sell
-1,954
Closed -$105K – 308
2025
Q2 		$105K Buy
+1,954
New +$99.5K 0.09% 122

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Reyes Financial Architecture's DFAT Position: Q3 2025 in Review

Reyes Financial Architecture sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2025, closing a stake of 1,954 shares — an estimated $105K sold.

Reyes Financial Architecture first reported a position in DFAT in Q2 2025 and held it in 1 quarter. The position peaked at $105K in Q2 2025. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • Reyes Financial Architecture reported no remaining Dimensional US Targeted Value ETF position as of Q3 2025 after selling out during the quarter.
  • Reyes Financial Architecture sold 1,954 Dimensional US Targeted Value ETF shares in Q3 2025, an estimated $105K.
  • Reyes Financial Architecture first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and held it in 1 quarter.
  • Reyes Financial Architecture's Dimensional US Targeted Value ETF position peaked at $105K in Q2 2025.
  • 731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on Reyes Financial Architecture's 13F filing for Q3 2025, filed 12 Nov 2025.