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

Lifeworks 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
2023
Q4 		– Sell
-6,285
Closed -$287K – 198
2023
Q3 		$287K Hold
6,285
– – 0.11% 152
2023
Q2 		$292K Hold
6,285
– – 0.12% 128
2023
Q1 		$280K Buy
+6,285
New +$291K 0.13% 124

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Lifeworks Advisors's DFAT Position: Q4 2023 in Review

Lifeworks Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2023, closing a stake of 6,285 shares — an estimated $287K sold.

Lifeworks Advisors first reported a position in DFAT in Q1 2023 and held it in 3 quarters. The position peaked at $292K in Q2 2023. 598 funds tracked by Wall St. Rank hold DFAT as of Q4 2023.

  • Lifeworks Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q4 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 6,285 Dimensional US Targeted Value ETF shares in Q4 2023, an estimated $287K.
  • Lifeworks Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and held it in 3 quarters.
  • Lifeworks Advisors's Dimensional US Targeted Value ETF position peaked at $292K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2023.

Based on Lifeworks Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.