CA
DFAT icon

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

Cornerstone Advisory’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
2022
Q1 		– Sell
-1,423
Closed -$68K – 343
2021
Q4 		$68K Buy
+1,423
New +$66.8K 0.01% 380

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cornerstone Advisory's DFAT Position: Q1 2022 in Review

Cornerstone Advisory sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2022, closing a stake of 1,423 shares — an estimated $68K sold.

Cornerstone Advisory first reported a position in DFAT in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 340 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

  • Cornerstone Advisory reported no remaining Dimensional US Targeted Value ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,423 Dimensional US Targeted Value ETF shares in Q1 2022, an estimated $68K.
  • Cornerstone Advisory first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Dimensional US Targeted Value ETF position peaked at $68K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.