First Command Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

First Command Bank’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 Q2	$8.21M	Buy	+177,055	New	+$7.77M	0.77%	18

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

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

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

JTWM

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

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

First Command Bank's DFAT Position: Q2 2023 in Review

First Command Bank opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2023: 177,055 shares worth $8.21M. The stake represents 0.77% of the portfolio and ranks #18 among its holdings.

506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

First Command Bank held 177,055 shares of Dimensional US Targeted Value ETF worth $8.21M as of Q2 2023.
Dimensional US Targeted Value ETF was a new First Command Bank position in Q2 2023.
Dimensional US Targeted Value ETF made up 0.77% of First Command Bank's portfolio in Q2 2023, its #18 holding.
506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.