Lincoln National Corp’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-5,880	Closed	-$320K	–	253
2024 Q1	$320K	Buy	5,880 +12	+0.2%	+$618	0.01%	932
2023 Q4	$307K	Buy	5,868 +22	+0.4%	+$1.03K	0.01%	862
2023 Q3	$267K	Buy	5,846 +22	+0.4%	+$1.04K	0.01%	843
2023 Q2	$270K	Buy	5,824 +25	+0.4%	+$1.1K	0.01%	836
2023 Q1	$258K	Buy	5,799 +17	+0.3%	+$788	0.01%	826
2022 Q4	$254K	Buy	5,782 +23	+0.4%	+$1.01K	0.01%	782
2022 Q3	$224K	Sell	5,759 -63	-1%	-$2.69K	0.01%	772
2022 Q2	$234K	Buy	5,822 +190	+3%	+$8.33K	0.01%	746
2022 Q1	$262K	Buy	5,632 +11	+0.2%	+$512	0.01%	760
2021 Q4	$267K	Buy	5,621 +39	+0.7%	+$1.83K	0.01%	757
2021 Q3	$248K	Buy	5,582 +13	+0.2%	+$576	0.01%	754
2021 Q2	$249K	Buy	+5,569	New	+$250K	0.01%	742

Other funds holding DFAT

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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