WR Wealth Planners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.36K	Hold	114	–	–	﹤0.01%	656
2024 Q3	$6.34K	Buy	114 +1	+0.9%	+$54	﹤0.01%	701
2024 Q2	$5.89K	Hold	113	–	–	﹤0.01%	692
2024 Q1	$6.15K	Buy	+113	New	+$5.82K	﹤0.01%	682
2023 Q4	–	Sell	-112	Closed	-$5.13K	–	340
2023 Q3	$5.13K	Hold	112	–	–	﹤0.01%	674
2023 Q2	$5.19K	Buy	112 +1	+0.9%	+$44	﹤0.01%	675
2023 Q1	$4.96K	Hold	111	–	–	﹤0.01%	680
2022 Q4	$4.88K	Hold	111	–	–	﹤0.01%	327
2022 Q3	$4.31K	Buy	111 +1	+0.9%	+$43	﹤0.01%	323
2022 Q2	$4.43K	Sell	110 -1,549	-93%	-$67.9K	﹤0.01%	350
2022 Q1	$77.3K	Buy	+1,659	New	+$77.2K	0.05%	146

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WR Wealth Planners's DFAT Position: Q4 2024 in Review

WR Wealth Planners held its Dimensional US Targeted Value ETF (DFAT) position steady in Q4 2024 at 114 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

WR Wealth Planners first reported a position in DFAT in Q1 2022 and has held it in 11 quarters since. The position peaked at $77.3K in Q1 2022. 711 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

WR Wealth Planners held 114 shares of Dimensional US Targeted Value ETF worth $6.36K as of Q4 2024.
WR Wealth Planners left its Dimensional US Targeted Value ETF share count unchanged in Q4 2024.
Dimensional US Targeted Value ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #656 holding.
WR Wealth Planners first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Dimensional US Targeted Value ETF position peaked at $77.3K in Q1 2022.
711 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.