DFAT — DIMENSIONAL U.S. TARGETED VALUE ETF

Ownership history in Quent Capital, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Quent Capital, LLC reported a position in DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 83 — 0% 0.00% $5K $57.98
2025 Q1 REDUCED 83 -30 -26.5% 0.00% $4K $50.81
2024 Q4 UNCHANGED 113 — 0% 0.00% $6K $54.76
2024 Q3 UNCHANGED 113 — 0% 0.00% $6K $54.53
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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