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American Portfolios Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

American Portfolios Advisors’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 		$5.42K Sell
139
-1,070
-89% -$45.6K ﹤0.01% 2789
2022
Q2 		$48.6K Buy
1,209
+13
+1% +$570 ﹤0.01% 1775
2022
Q1 		$55.7K Buy
1,196
+1,083
+958% +$50.4K ﹤0.01% 1836
2021
Q4 		$5.37K Hold
113
– – ﹤0.01% 2867
2021
Q3 		$5.02K Hold
113
– – ﹤0.01% 2842
2021
Q2 		$5.06K Buy
+113
New +$5.08K ﹤0.01% 2808

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 $171B AUM 24.68% 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 $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

American Portfolios Advisors's DFAT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 89% in Q3 2022, selling an estimated $45.6K and leaving 139 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

American Portfolios Advisors first reported a position in DFAT in Q2 2021 and has held it in 6 quarters since. The position peaked at $55.7K in Q1 2022. 406 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

  • American Portfolios Advisors held 139 shares of Dimensional US Targeted Value ETF worth $5.42K as of Q3 2022.
  • American Portfolios Advisors sold 1,070 Dimensional US Targeted Value ETF shares in Q3 2022, an estimated $45.6K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2789 holding.
  • American Portfolios Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Dimensional US Targeted Value ETF position peaked at $55.7K in Q1 2022.
  • 406 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.