5L
DFAT icon

55I LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

55I LLC’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
2022
Q3 		$363K Buy
+9,305
New +$397K 0.01% 455

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

55I LLC's DFAT Position: Q3 2022 in Review

55I LLC opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q3 2022: 9,305 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

405 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

  • 55I LLC held 9,305 shares of Dimensional US Targeted Value ETF worth $363K as of Q3 2022.
  • Dimensional US Targeted Value ETF was a new 55I LLC position in Q3 2022.
  • Dimensional US Targeted Value ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #455 holding.
  • 405 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.