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Timonier Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Timonier Family Office’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
Q4 		$7.63M Sell
128,151
-14,242
-10% -$831K 2.42% 14
2025
Q3 		$8.29M Sell
142,393
-1,967
-1% -$112K 2.72% 14
2025
Q2 		$7.79M Sell
144,360
-6,039
-4% -$308K 2.91% 13
2025
Q1 		$7.74M Sell
150,399
-4,999
-3% -$275K 3.42% 10
2024
Q4 		$8.65M Buy
+155,398
New +$8.89M 4.44% 6

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $176M AUM

Timonier Family Office's DFAT Position: Q4 2025 in Review

Timonier Family Office reduced its Dimensional US Targeted Value ETF (DFAT) stake by 10% in Q4 2025, selling an estimated $831K and leaving 128,151 shares worth $7.63M. The position accounts for 2.42% of the portfolio, ranked #14.

Timonier Family Office first reported a position in DFAT in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.65M in Q4 2024. 791 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Timonier Family Office held 128,151 shares of Dimensional US Targeted Value ETF worth $7.63M as of Q4 2025.
  • Timonier Family Office sold 14,242 Dimensional US Targeted Value ETF shares in Q4 2025, an estimated $831K.
  • Dimensional US Targeted Value ETF made up 2.42% of Timonier Family Office's portfolio in Q4 2025, its #14 holding.
  • Timonier Family Office first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Timonier Family Office's Dimensional US Targeted Value ETF position peaked at $8.65M in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.