Sunbelt Securities’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Sunbelt Securities’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	-1,036	Closed	-$57.7K	–	2731
2025 Q2	$57.7K	Buy	+1,036	New	+$52.8K	0.01%	907
2025 Q1	–	Sell	-1,036	Closed	-$57.5K	–	1818
2024 Q4	$57.5K	Hold	1,036	–	–	0.01%	907
2024 Q3	$57.6K	Hold	1,036	–	–	0.01%	904
2024 Q2	$53.7K	Hold	1,036	–	–	0.01%	887
2024 Q1	$56.4K	Hold	1,036	–	–	0.01%	846
2023 Q4	$54.2K	Hold	1,036	–	–	0.01%	802
2023 Q3	$47.3K	Hold	1,036	–	–	0.01%	815
2023 Q2	$48.1K	Hold	1,036	–	–	0.01%	809
2023 Q1	$45.3K	Buy	+1,036	New	+$48K	0.01%	773

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return