SF
DFAT icon

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

Safeguard 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
2025
Q1 		$391K Hold
7,593
– – 0.09% 77
2024
Q4 		$423K Buy
+7,593
New +$434K 0.09% 76

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Safeguard Financial's DFAT Position: Q1 2025 in Review

Safeguard Financial held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2025 at 7,593 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #77.

Safeguard Financial first reported a position in DFAT in Q4 2024 and has held it in 2 quarters since. The position peaked at $423K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Safeguard Financial held 7,593 shares of Dimensional US Targeted Value ETF worth $391K as of Q1 2025.
  • Safeguard Financial left its Dimensional US Targeted Value ETF share count unchanged in Q1 2025.
  • Dimensional US Targeted Value ETF made up 0.09% of Safeguard Financial's portfolio in Q1 2025, its #77 holding.
  • Safeguard Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Safeguard Financial's Dimensional US Targeted Value ETF position peaked at $423K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.