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Buckingham Strategic Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Buckingham Strategic Wealth’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 		$645M Sell
12,437,755
-209,119
-2% -$11M 6.68% 2
2024
Q1 		$688M Sell
12,646,874
-48,318
-0.4% -$2.49M 7.27% 2
2023
Q4 		$664M Sell
12,695,192
-121,095
-0.9% -$5.66M 7.9% 2
2023
Q3 		$586M Sell
12,816,287
-30,897
-0.2% -$1.47M 8.29% 2
2023
Q2 		$596M Buy
12,847,184
+214,969
+2% +$9.43M 8.48% 2
2023
Q1 		$555M Hold
12,632,215
– – 10.09% 2
2022
Q4 		$555M Buy
12,632,215
+676,655
+6% +$29.7M 10.09% 2
2022
Q3 		$466M Buy
11,955,560
+124,494
+1% +$5.31M 9.51% 2
2022
Q2 		$476M Buy
11,831,066
+120,653
+1% +$5.29M 9.4% 2
2022
Q1 		$545M Sell
11,710,413
-115,443
-1% -$5.38M 10.75% 2
2021
Q4 		$562M Buy
11,825,856
+29,482
+0.2% +$1.38M 10.86% 2
2021
Q3 		$524M Buy
11,796,374
+608,371
+5% +$27M 10.73% 2
2021
Q2 		$501M Buy
+11,188,003
New +$503M 12.1% 2

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return