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Clear Perspectives Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$17.8K Buy
+400
New +$18.5K 0.01% 119

Other funds holding DFAT

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Clear Perspectives Financial Planning's DFAT Position: Q1 2023 in Review

Clear Perspectives Financial Planning opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2023: 400 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #119 among its holdings.

486 funds tracked by Wall St. Rank hold DFAT as of Q1 2023.

  • Clear Perspectives Financial Planning held 400 shares of Dimensional US Targeted Value ETF worth $17.8K as of Q1 2023.
  • Dimensional US Targeted Value ETF was a new Clear Perspectives Financial Planning position in Q1 2023.
  • Dimensional US Targeted Value ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #119 holding.
  • 486 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.