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Cornerstone Planning Group’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Cornerstone Planning Group’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
Q4 		$77K Buy
+1,686
New +$74.1K 0.03% 196

Other funds holding DFAT

Creative Planning
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cornerstone Planning Group's DFAT Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q4 2022: 1,686 shares worth $77K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings.

476 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

  • Cornerstone Planning Group held 1,686 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $77K as of Q4 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Cornerstone Planning Group position in Q4 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.03% of Cornerstone Planning Group's portfolio in Q4 2022, its #196 holding.
  • 476 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.