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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 $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