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Dixon Hughes Goodman Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$37.2M Sell
798,535
-290
-0% -$13.5K 10.67% 2
2021
Q4 		$38M Buy
+798,825
New +$37.5M 12.37% 2

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

Dixon Hughes Goodman Wealth Advisors's DFAT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.04% in Q1 2022, selling an estimated $13.5K and leaving 798,535 shares worth $37.2M. The position accounts for 10.67% of the portfolio, ranked #2.

Dixon Hughes Goodman Wealth Advisors first reported a position in DFAT in Q4 2021 and has held it in 2 quarters since. The position peaked at $38M in Q4 2021. 340 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 798,535 shares of Dimensional US Targeted Value ETF worth $37.2M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 290 Dimensional US Targeted Value ETF shares in Q1 2022, an estimated $13.5K.
  • Dimensional US Targeted Value ETF made up 10.67% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #2 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $38M in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.