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Trust Company of Vermont’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Trust Company of Vermont’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 		$3.39K Hold
57
– – ﹤0.01% 992
2025
Q3 		$3.32K Buy
+57
New +$3.25K ﹤0.01% 969

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FFM
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IFA
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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 $202M AUM

Trust Company of Vermont's DFAT Position: Q4 2025 in Review

Trust Company of Vermont held its Dimensional US Targeted Value ETF (DFAT) position steady in Q4 2025 at 57 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Trust Company of Vermont first reported a position in DFAT in Q3 2025 and has held it in 2 quarters since. 792 funds tracked by Wall St. Rank hold DFAT as of Q4 2025.

  • Trust Company of Vermont held 57 shares of Dimensional US Targeted Value ETF worth $3.39K as of Q4 2025.
  • Trust Company of Vermont left its Dimensional US Targeted Value ETF share count unchanged in Q4 2025.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #992 holding.
  • Trust Company of Vermont first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 792 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.