FGAM
DFAT icon

Financial Gravity Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Sell
-4,294
Closed -$3.05M – 1981
2023
Q4 		$3.05M Hold
4,294
– – 0.03% 167
2023
Q3 		$3.05M Buy
4,294
+4,068
+1,800% +$193K 0.03% 160
2023
Q2 		$10 Buy
+226
New +$9.92K ﹤0.01% 1529

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
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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Financial Gravity Asset Management's DFAT Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 4,294 shares — an estimated $3.05M sold.

Financial Gravity Asset Management first reported a position in DFAT in Q2 2023 and held it in 3 quarters. The position peaked at $3.05M in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4,294 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $3.05M.
  • Financial Gravity Asset Management first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Dimensional US Targeted Value ETF position peaked at $3.05M in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.