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

Align 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
2022 Q4	$9.02M	Buy	+231,456	New	+$10.2M	7.63%	3

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FFM

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPAS

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

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

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

Align Wealth Management's DFAT Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2022: 231,456 shares worth $9.02M. The stake represents 7.63% of the portfolio and ranks #3 among its holdings.

475 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

Align Wealth Management held 231,456 shares of Dimensional US Targeted Value ETF worth $9.02M as of Q4 2022.
Dimensional US Targeted Value ETF was a new Align Wealth Management position in Q4 2022.
Dimensional US Targeted Value ETF made up 7.63% of Align Wealth Management's portfolio in Q4 2022, its #3 holding.
475 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.