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SageView Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

SageView Advisory Group’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 		$1.34M Sell
22,442
-427
-2% -$24.9K 0.05% 215
2025
Q3 		$1.33M Buy
22,869
+8,507
+59% +$485K 0.05% 230
2025
Q2 		$806K Sell
14,362
-4,573
-24% -$233K 0.03% 273
2025
Q1 		$975K Buy
18,935
+372
+2% +$20.5K 0.04% 229
2024
Q4 		$1.03M Buy
18,563
+11,705
+171% +$670K 0.04% 218
2024
Q3 		$382K Sell
6,858
-3,054
-31% -$165K 0.02% 343
2024
Q2 		$514K Buy
9,912
+4,936
+99% +$259K 0.02% 335
2024
Q1 		$271K Sell
4,976
-1,320
-21% -$68K 0.01% 438
2023
Q4 		$327K Buy
+6,296
New +$294K 0.01% 482

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
Corient Private Wealth
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $202M AUM

SageView Advisory Group's DFAT Position: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.9% in Q4 2025, selling an estimated $24.9K and leaving 22,442 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #215.

SageView Advisory Group first reported a position in DFAT in Q4 2023 and has held it in 9 quarters since. 792 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • SageView Advisory Group held 22,442 shares of Dimensional US Targeted Value ETF worth $1.34M as of Q4 2025.
  • SageView Advisory Group sold 427 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $24.9K.
  • Dimensional US Targeted Value ETF made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #215 holding.
  • SageView Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 792 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.