SS
DFAT icon

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 $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Sunbelt Securities's DFAT Position: Q3 2025 in Review

Sunbelt Securities sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2025, closing a stake of 1,036 shares — an estimated $57.7K sold.

Sunbelt Securities first reported a position in DFAT in Q1 2023 and held it in 9 quarters. The position peaked at $57.7K in Q2 2025. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • Sunbelt Securities reported no remaining Dimensional US Targeted Value ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 1,036 Dimensional US Targeted Value ETF shares in Q3 2025, an estimated $57.7K.
  • Sunbelt Securities first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and held it in 9 quarters.
  • Sunbelt Securities's Dimensional US Targeted Value ETF position peaked at $57.7K in Q2 2025.
  • 731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.