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Cullen/Frost Bankers’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cullen/Frost Bankers’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
Q2 		– Sell
-1,006
Closed -$54.8K – 1249
2024
Q1 		$54.8K Buy
+1,006
New +$51.8K ﹤0.01% 643

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cullen/Frost Bankers's DFAT Position: Q2 2024 in Review

Cullen/Frost Bankers sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2024, closing a stake of 1,006 shares — an estimated $54.8K sold.

Cullen/Frost Bankers first reported a position in DFAT in Q1 2024 and held it in 1 quarter. The position peaked at $54.8K in Q1 2024. 618 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

  • Cullen/Frost Bankers reported no remaining Dimensional US Targeted Value ETF position as of Q2 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 1,006 Dimensional US Targeted Value ETF shares in Q2 2024, an estimated $54.8K.
  • Cullen/Frost Bankers first reported a position in Dimensional US Targeted Value ETF in Q1 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's Dimensional US Targeted Value ETF position peaked at $54.8K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2024.

Based on Cullen/Frost Bankers's 13F filing for Q2 2024, filed 5 Aug 2024.