CAP
DFAT icon

Columbia Advisory Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Columbia Advisory Partners’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
Q1 		– Sell
-10,644
Closed -$557K – 55
2023
Q4 		$557K Buy
10,644
+4
+0% +$187 0.57% 27
2023
Q3 		$486K Sell
10,640
-36
-0.3% -$1.71K 0.53% 29
2023
Q2 		$495K Sell
10,676
-773
-7% -$33.9K 0.53% 27
2023
Q1 		$509K Buy
11,449
+173
+2% +$8.02K 0.48% 30
2022
Q4 		$496K Buy
+11,276
New +$495K 0.47% 28

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $7.07B 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Columbia Advisory Partners's DFAT Position: Q1 2024 in Review

Columbia Advisory Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 10,644 shares — an estimated $557K sold.

Columbia Advisory Partners first reported a position in DFAT in Q4 2022 and held it in 5 quarters. The position peaked at $557K in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Columbia Advisory Partners reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 10,644 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $557K.
  • Columbia Advisory Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 5 quarters.
  • Columbia Advisory Partners's Dimensional US Targeted Value ETF position peaked at $557K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.