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Frontier Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Frontier Wealth 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
2022
Q2 		$266K Buy
6,625
+26
+0.4% +$1.14K 0.02% 316
2022
Q1 		$297K Buy
6,599
+13
+0.2% +$605 ﹤0.01% 307
2021
Q4 		$313K Buy
6,586
+44
+0.7% +$2.07K 0.02% 320
2021
Q3 		$290K Buy
6,542
+16
+0.2% +$709 0.02% 337
2021
Q2 		$292K Buy
+6,526
New +$293K 0.02% 335

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Frontier Wealth Management's DFAT Position: Q2 2022 in Review

Frontier Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.39% in Q2 2022, buying an estimated $1.14K and bringing the position to 6,625 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #316.

Frontier Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 5 quarters since. The position peaked at $313K in Q4 2021. 399 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Frontier Wealth Management held 6,625 shares of Dimensional US Targeted Value ETF worth $266K as of Q2 2022.
  • Frontier Wealth Management bought 26 Dimensional US Targeted Value ETF shares in Q2 2022, an estimated $1.14K.
  • Dimensional US Targeted Value ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #316 holding.
  • Frontier Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 5 quarters since.
  • Frontier Wealth Management's Dimensional US Targeted Value ETF position peaked at $313K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.