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Silverlake Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Silverlake Wealth Management’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 		– Sell
-5,349
Closed -$311K – 364
2025
Q3 		$311K Sell
5,349
-1,680
-24% -$95.7K 0.08% 252
2025
Q2 		$379K Buy
+7,029
New +$358K 0.11% 206

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Silverlake Wealth Management's DFAT Position: Q4 2025 in Review

Silverlake Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2025, closing a stake of 5,349 shares — an estimated $311K sold.

Silverlake Wealth Management first reported a position in DFAT in Q2 2025 and held it in 2 quarters. The position peaked at $379K in Q2 2025. 793 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Silverlake Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q4 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 5,349 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $311K.
  • Silverlake Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and held it in 2 quarters.
  • Silverlake Wealth Management's Dimensional US Targeted Value ETF position peaked at $379K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Silverlake Wealth Management's 13F filing for Q4 2025, filed 9 Jan 2026.