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Mariner Independent Advisor Network’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$517K Sell
13,267
-771
-5% -$32.9K 0.02% 466
2022
Q2 		$570K Buy
+14,038
New +$616K 0.02% 459

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Mariner Independent Advisor Network's DFAT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Dimensional US Targeted Value ETF (DFAT) stake by 5.5% in Q3 2022, selling an estimated $32.9K and leaving 13,267 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #466.

Mariner Independent Advisor Network first reported a position in DFAT in Q2 2022 and has held it in 2 quarters since. The position peaked at $570K in Q2 2022. 406 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

  • Mariner Independent Advisor Network held 13,267 shares of Dimensional US Targeted Value ETF worth $517K as of Q3 2022.
  • Mariner Independent Advisor Network sold 771 Dimensional US Targeted Value ETF shares in Q3 2022, an estimated $32.9K.
  • Dimensional US Targeted Value ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #466 holding.
  • Mariner Independent Advisor Network first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Dimensional US Targeted Value ETF position peaked at $570K in Q2 2022.
  • 406 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.