Cornerstone Planning Group’s Dimensional US Targeted Value ETF 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 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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

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