SFC
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Strategic Financial Concepts’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Strategic Financial Concepts’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
-3,775
Closed -$204K – 280
2025
Q2 		$204K Buy
+3,775
New +$192K 0.03% 263
2025
Q1 		– Sell
-4,037
Closed -$225K – 341
2024
Q4 		$225K Hold
4,037
– – 0.04% 299
2024
Q3 		$225K Sell
4,037
-225,063
-98% -$12.2M 0.07% 218
2024
Q2 		$4.04K Buy
229,100
+225,063
+5,575% +$11.8M ﹤0.01% 498
2024
Q1 		$220K Buy
+4,037
New +$208K 0.05% 276

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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return