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Clark Capital Management Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clark Capital Management 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
2023
Q3 		– Sell
-10,562
Closed -$490K – 340
2023
Q2 		$490K Hold
10,562
– – ﹤0.01% 288
2023
Q1 		$470K Buy
10,562
+1,282
+14% +$59.4K 0.01% 287
2022
Q4 		$408K Buy
+9,280
New +$408K ﹤0.01% 303

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BSW
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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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clark Capital Management Group's DFAT Position: Q3 2023 in Review

Clark Capital Management Group sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2023, closing a stake of 10,562 shares — an estimated $490K sold.

Clark Capital Management Group first reported a position in DFAT in Q4 2022 and held it in 3 quarters. The position peaked at $490K in Q2 2023. 510 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

  • Clark Capital Management Group reported no remaining Dimensional US Targeted Value ETF position as of Q3 2023 after selling out during the quarter.
  • Clark Capital Management Group sold 10,562 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $490K.
  • Clark Capital Management Group first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 3 quarters.
  • Clark Capital Management Group's Dimensional US Targeted Value ETF position peaked at $490K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

Based on Clark Capital Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.