HWMA
DFAT icon

Heritage Wealth Management (Arizona)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Heritage Wealth Management (Arizona)’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 		– Sell
-20
Closed -$1K – 1004
2022
Q1 		$1K Buy
+20
New +$931 ﹤0.01% 937

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 $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DFAT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in DFAT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 398 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Dimensional US Targeted Value ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 20 Dimensional US Targeted Value ETF shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Dimensional US Targeted Value ETF position peaked at $1K in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.