Hoover Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Hoover Financial Advisors’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
2021 Q2	$182K	Buy	+4,070	New	+$183K	0.03%	143

Other funds holding DFAT

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Hoover Financial Advisors's DFAT Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2021: 4,070 shares worth $182K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings.

243 funds tracked by Wall St. Rank hold DFAT as of Q2 2021.

Hoover Financial Advisors held 4,070 shares of Dimensional US Targeted Value ETF worth $182K as of Q2 2021.
Dimensional US Targeted Value ETF was a new Hoover Financial Advisors position in Q2 2021.
Dimensional US Targeted Value ETF made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #143 holding.
243 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.