AWM
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Able Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Able Wealth Management’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
Q1 		– Sell
-79
Closed -$4.13K – 188
2023
Q4 		$4.13K Buy
+79
New +$3.69K ﹤0.01% 369

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SC
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FPAS
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JTWM
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Able Wealth Management's DFAT Position: Q1 2024 in Review

Able Wealth Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 79 shares — an estimated $4.13K sold.

Able Wealth Management first reported a position in DFAT in Q4 2023 and held it in 1 quarter. The position peaked at $4.13K in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Able Wealth Management reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 79 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $4.13K.
  • Able Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Dimensional US Targeted Value ETF position peaked at $4.13K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.