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Armstrong Advisory Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Armstrong Advisory Group’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
Q2 		– Sell
-412
Closed -$21.6K – 800
2024
Q1 		$21.6K Hold
412
– – ﹤0.01% 470
2023
Q4 		$21.6K Hold
412
– – ﹤0.01% 470
2023
Q3 		$18.8K Hold
412
– – ﹤0.01% 504
2023
Q2 		$19.1K Hold
412
– – ﹤0.01% 502
2023
Q1 		$18.3K Hold
412
– – ﹤0.01% 491
2022
Q4 		$18.1K Buy
+412
New +$18.1K ﹤0.01% 501

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Armstrong Advisory Group's DFAT Position: Q2 2024 in Review

Armstrong Advisory Group sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2024, closing a stake of 412 shares — an estimated $21.6K sold.

Armstrong Advisory Group first reported a position in DFAT in Q4 2022 and held it in 6 quarters. The position peaked at $21.6K in Q1 2024. 618 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

  • Armstrong Advisory Group reported no remaining Dimensional US Targeted Value ETF position as of Q2 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 412 Dimensional US Targeted Value ETF shares in Q2 2024, an estimated $21.6K.
  • Armstrong Advisory Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 6 quarters.
  • Armstrong Advisory Group's Dimensional US Targeted Value ETF position peaked at $21.6K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2024.

Based on Armstrong Advisory Group's 13F filing for Q2 2024, filed 12 Jul 2024.