Acropolis Investment Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Acropolis Investment 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	-3,874	Closed	-$203K	–	288
2023 Q4	$203K	Hold	3,874	–	–	0.01%	216
2023 Q3	$177K	Hold	3,874	–	–	0.01%	222
2023 Q2	$180K	Hold	3,874	–	–	0.01%	209
2023 Q1	$172K	Hold	3,874	–	–	0.01%	209
2022 Q4	$170K	Hold	3,874	–	–	0.02%	202
2022 Q3	$151K	Buy	3,874 +12	+0.3%	+$512	0.02%	203
2022 Q2	$155K	Buy	3,862 +14	+0.4%	+$614	0.02%	200
2022 Q1	$179K	Buy	3,848 +6	+0.2%	+$279	0.02%	191
2021 Q4	$183K	Buy	3,842 +21	+0.5%	+$986	0.02%	196
2021 Q3	$169K	Buy	3,821 +8	+0.2%	+$355	0.02%	190
2021 Q2	$171K	Buy	+3,813	New	+$171K	0.02%	195

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $2.52B AUM 26.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Acropolis Investment Management's DFAT Position: Q1 2024 in Review

Acropolis Investment Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2024, closing a stake of 3,874 shares — an estimated $203K sold.

Acropolis Investment Management first reported a position in DFAT in Q2 2021 and held it in 11 quarters. The position peaked at $203K in Q4 2023. 602 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

Acropolis Investment Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
Acropolis Investment Management sold 3,874 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $203K.
Acropolis Investment Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2021 and held it in 11 quarters.
Acropolis Investment Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $203K in Q4 2023.
602 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2024.

Based on Acropolis Investment Management's 13F filing for Q1 2024, filed 17 Apr 2024.