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Summit Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Summit Wealth Partners’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
2024
Q4 		– Sell
-3,966
Closed -$221K – 209
2024
Q3 		$221K Buy
+3,966
New +$214K 0.04% 219

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Summit Wealth Partners's DFAT Position: Q4 2024 in Review

Summit Wealth Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2024, closing a stake of 3,966 shares — an estimated $221K sold.

Summit Wealth Partners first reported a position in DFAT in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 710 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

  • Summit Wealth Partners reported no remaining Dimensional US Targeted Value ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 3,966 Dimensional US Targeted Value ETF shares in Q4 2024, an estimated $221K.
  • Summit Wealth Partners first reported a position in Dimensional US Targeted Value ETF in Q3 2024 and held it in 1 quarter.
  • Summit Wealth Partners's Dimensional US Targeted Value ETF position peaked at $221K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.