Lumature Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Lumature Wealth Partners’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	$121K	Buy	+2,615	New	+$115K	0.07%	183

Other funds holding DFAT

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

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

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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lumature Wealth Partners's DFAT Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2023: 2,615 shares worth $121K. The stake represents 0.07% of the portfolio and ranks #183 among its holdings.

506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

Lumature Wealth Partners held 2,615 shares of Dimensional US Targeted Value ETF worth $121K as of Q2 2023.
Dimensional US Targeted Value ETF was a new Lumature Wealth Partners position in Q2 2023.
Dimensional US Targeted Value ETF made up 0.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #183 holding.
506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.