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VSM Wealth Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

VSM Wealth Advisory’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
Q2 		– Sell
-41
Closed -$2.09K – 517
2025
Q1 		$2.09K Buy
+41
New +$2.26K ﹤0.01% 456

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FFM
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IFA
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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
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

VSM Wealth Advisory's DFAT Position: Q2 2025 in Review

VSM Wealth Advisory sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2025, closing a stake of 41 shares — an estimated $2.09K sold.

VSM Wealth Advisory first reported a position in DFAT in Q1 2025 and held it in 1 quarter. The position peaked at $2.09K in Q1 2025. 716 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

  • VSM Wealth Advisory reported no remaining Dimensional US Targeted Value ETF position as of Q2 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 41 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $2.09K.
  • VSM Wealth Advisory first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and held it in 1 quarter.
  • VSM Wealth Advisory's Dimensional US Targeted Value ETF position peaked at $2.09K in Q1 2025.
  • 716 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

Based on VSM Wealth Advisory's 13F filing for Q2 2025, filed 11 Aug 2025.