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 Overland Park, Kansas $171B AUM 24.68% 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 $7.79B AUM 20.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clarus Wealth Advisors's DFAT Position: Q2 2023 in Review

Clarus Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 9.5% in Q2 2023, selling an estimated $20.5K and leaving 4,429 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #118.

Clarus Wealth Advisors first reported a position in DFAT in Q2 2021 and has held it in 8 quarters since. The position peaked at $750K in Q4 2021. 506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

Clarus Wealth Advisors held 4,429 shares of Dimensional US Targeted Value ETF worth $204K as of Q2 2023.
Clarus Wealth Advisors sold 467 Dimensional US Targeted Value ETF shares in Q2 2023, an estimated $20.5K.
Dimensional US Targeted Value ETF made up 0.12% of Clarus Wealth Advisors's portfolio in Q2 2023, its #118 holding.
Clarus Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 8 quarters since.
Clarus Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $750K in Q4 2021.
506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.