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TFB Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

TFB Advisors’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
-5,288
Closed -$285K – 321
2025
Q2 		$285K Sell
5,288
-457
-8% -$23.3K 0.07% 270
2025
Q1 		$296K Sell
5,745
-196
-3% -$10.8K 0.09% 249
2024
Q4 		$331K Buy
5,941
+397
+7% +$22.7K 0.09% 226
2024
Q3 		$308K Sell
5,544
-312
-5% -$16.9K 0.09% 240
2024
Q2 		$304K Sell
5,856
-385
-6% -$20.2K 0.1% 222
2024
Q1 		$320K Buy
+6,241
New +$321K 0.12% 193
2023
Q4 		– Sell
-6,176
Closed -$282K – 177
2023
Q3 		$282K Buy
6,176
+288
+5% +$13.7K 0.34% 85
2023
Q2 		$273K Buy
+5,888
New +$258K 0.12% 190

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

TFB Advisors's DFAT Position: Q3 2025 in Review

TFB Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2025, closing a stake of 5,288 shares — an estimated $285K sold.

TFB Advisors first reported a position in DFAT in Q2 2023 and held it in 8 quarters. The position peaked at $331K in Q4 2024. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • TFB Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 5,288 Dimensional US Targeted Value ETF shares in Q3 2025, an estimated $285K.
  • TFB Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 8 quarters.
  • TFB Advisors's Dimensional US Targeted Value ETF position peaked at $331K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.