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Brooklyn FI’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Brooklyn FI’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
2023
Q2 		– Sell
-4,746
Closed -$226K – 47
2023
Q1 		$226K Buy
+4,746
New +$220K 0.21% 38
2022
Q2 		– Sell
-4,746
Closed -$221K – 44
2022
Q1 		$221K Buy
+4,746
New +$221K 0.19% 43

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Brooklyn FI's DFAT Position: Q2 2023 in Review

Brooklyn FI sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2023, closing a stake of 4,746 shares — an estimated $226K sold.

Brooklyn FI first reported a position in DFAT in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2023. 506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

  • Brooklyn FI reported no remaining Dimensional US Targeted Value ETF position as of Q2 2023 after selling out during the quarter.
  • Brooklyn FI sold 4,746 Dimensional US Targeted Value ETF shares in Q2 2023, an estimated $226K.
  • Brooklyn FI first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and held it in 2 quarters.
  • Brooklyn FI's Dimensional US Targeted Value ETF position peaked at $226K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on Brooklyn FI's 13F filing for Q2 2023, filed 28 Jul 2023.