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

Momentum 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
2022
Q4 		$821K Buy
18,677
+8,603
+85% +$378K 0.83% 27
2022
Q3 		$393K Buy
+10,074
New +$430K 0.43% 45

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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Momentum Advisors's DFAT Position: Q4 2022 in Review

Momentum Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 85% in Q4 2022, buying an estimated $378K and bringing the position to 18,677 shares worth $821K. The position accounts for 0.83% of the portfolio, ranked #27.

Momentum Advisors first reported a position in DFAT in Q3 2022 and has held it in 2 quarters since. 474 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

  • Momentum Advisors held 18,677 shares of Dimensional US Targeted Value ETF worth $821K as of Q4 2022.
  • Momentum Advisors bought 8,603 Dimensional US Targeted Value ETF shares in Q4 2022, an estimated $378K.
  • Dimensional US Targeted Value ETF made up 0.83% of Momentum Advisors's portfolio in Q4 2022, its #27 holding.
  • Momentum Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 2 quarters since.
  • 474 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.