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Coppell Advisory Solutions Corp’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Coppell Advisory Solutions Corp’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 		– Sell
-1,762
Closed -$77.4K – 410
2022
Q4 		$77.4K Buy
+1,762
New +$77.4K 0.03% 245

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Coppell Advisory Solutions Corp's DFAT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2023, closing a stake of 1,762 shares — an estimated $77.4K sold.

Coppell Advisory Solutions Corp first reported a position in DFAT in Q4 2022 and held it in 1 quarter. The position peaked at $77.4K in Q4 2022. 486 funds tracked by Wall St. Rank hold DFAT as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Dimensional US Targeted Value ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,762 Dimensional US Targeted Value ETF shares in Q1 2023, an estimated $77.4K.
  • Coppell Advisory Solutions Corp first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Dimensional US Targeted Value ETF position peaked at $77.4K in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.