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Evolution Advisers’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Evolution Advisers’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
2023
Q4 		– Sell
-15
Closed – – 216
2023
Q3 		$0 Buy
15
+5
+50% +$237 ﹤0.01% 140
2023
Q2 		$0 Hold
10
– – ﹤0.01% 152
2023
Q1 		$0 Sell
10
-1,012
-99% -$46.9K ﹤0.01% 142
2022
Q4 		$44K Buy
1,022
+1,012
+10,120% +$44.5K 0.03% 66
2022
Q3 		$0 Hold
10
– – ﹤0.01% 138
2022
Q2 		$0 Hold
10
– – ﹤0.01% 137
2022
Q1 		$0 Buy
+10
New +$466 ﹤0.01% 141

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Evolution Advisers's DFAT Position: Q4 2023 in Review

Evolution Advisers sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2023, closing a stake of 15 shares.

Evolution Advisers first reported a position in DFAT in Q1 2022 and held it in 7 quarters. The position peaked at $44K in Q4 2022. 598 funds tracked by Wall St. Rank hold DFAT as of Q4 2023.

  • Evolution Advisers reported no remaining Dimensional US Targeted Value ETF position as of Q4 2023 after selling out during the quarter.
  • Evolution Advisers sold 15 Dimensional US Targeted Value ETF shares in Q4 2023.
  • Evolution Advisers first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and held it in 7 quarters.
  • Evolution Advisers's Dimensional US Targeted Value ETF position peaked at $44K in Q4 2022.
  • 598 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.