TSMHT
DFAT icon

Thurston Springer Miller Herd & Titak’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q1 		– Sell
-543
Closed -$30.2K – 1703
2024
Q4 		$30.2K Hold
543
– – 0.01% 635
2024
Q3 		$30.2K Hold
543
– – 0.01% 702
2024
Q2 		$28.2K Buy
+543
New +$28.5K 0.01% 713

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's DFAT Position: Q1 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 543 shares — an estimated $30.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in DFAT in Q2 2024 and held it in 3 quarters. The position peaked at $30.2K in Q4 2024. 714 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 543 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $30.2K.
  • Thurston Springer Miller Herd & Titak first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's Dimensional US Targeted Value ETF position peaked at $30.2K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2025, filed 10 Apr 2025.