Koshinski Asset Management
DFAT icon

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

Koshinski 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
2023
Q2 		– Sell
-7,002
Closed -$312K – 617
2023
Q1 		$312K Buy
7,002
+86
+1% +$3.99K 0.03% 418
2022
Q4 		$304K Hold
6,916
– – 0.03% 456
2022
Q3 		$270K Sell
6,916
-40
-0.6% -$1.71K 0.03% 435
2022
Q2 		$280K Sell
6,956
-3,440
-33% -$151K 0.03% 480
2022
Q1 		$484K Buy
+10,396
New +$484K 0.04% 397

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

Koshinski Asset Management's DFAT Position: Q2 2023 in Review

Koshinski Asset Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2023, closing a stake of 7,002 shares — an estimated $312K sold.

Koshinski Asset Management first reported a position in DFAT in Q1 2022 and held it in 5 quarters. The position peaked at $484K in Q1 2022. 506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

  • Koshinski Asset Management reported no remaining Dimensional US Targeted Value ETF position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 7,002 Dimensional US Targeted Value ETF shares in Q2 2023, an estimated $312K.
  • Koshinski Asset Management first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and held it in 5 quarters.
  • Koshinski Asset Management's Dimensional US Targeted Value ETF position peaked at $484K in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.