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Salomon & Ludwin’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Salomon & Ludwin’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 		– Sell
-1,107
Closed -$61.6K – 717
2024
Q4 		$61.6K Hold
1,107
– – 0.01% 228
2024
Q3 		$61.6K Sell
1,107
-614
-36% -$33.2K 0.01% 240
2024
Q2 		$89.3K Hold
1,721
– – 0.01% 205
2024
Q1 		$93.7K Hold
1,721
– – 0.01% 265
2023
Q4 		$78.6K Hold
1,721
– – 0.01% 251
2023
Q3 		$78.6K Buy
+1,721
New +$81.7K 0.01% 251

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 $7.07B AUM 18.05% 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

Salomon & Ludwin's DFAT Position: Q1 2025 in Review

Salomon & Ludwin sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 1,107 shares — an estimated $61.6K sold.

Salomon & Ludwin first reported a position in DFAT in Q3 2023 and held it in 6 quarters. The position peaked at $93.7K in Q1 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Salomon & Ludwin reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 1,107 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $61.6K.
  • Salomon & Ludwin first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 6 quarters.
  • Salomon & Ludwin's Dimensional US Targeted Value ETF position peaked at $93.7K in Q1 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.