Clarus Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clarus Wealth 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
2023 Q2	$204K	Sell	4,429 -467	-10%	-$20.5K	0.12%	118
2023 Q1	$211K	Sell	4,896 -620	-11%	-$28.7K	0.13%	118
2022 Q4	$252K	Sell	5,516 -10,089	-65%	-$443K	0.17%	109
2022 Q3	$633K	Sell	15,605 -158	-1%	-$6.74K	0.45%	42
2022 Q2	$633K	Buy	+15,763	New	+$691K	0.45%	42
2022 Q1	–	Sell	-15,553	Closed	-$750K	–	112
2021 Q4	$750K	Sell	15,553 -324	-2%	-$15.2K	0.43%	42
2021 Q3	$722K	Buy	15,877 +729	+5%	+$32.3K	0.44%	39
2021 Q2	$678K	Buy	+15,148	New	+$681K	0.42%	44

Other funds holding DFAT

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

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

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