New Potomac Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

New Potomac 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
2024 Q3	$107K	Buy	+1,928	New	+$104K	0.06%	101

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New Potomac Partners's DFAT Position: Q3 2024 in Review

New Potomac Partners opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q3 2024: 1,928 shares worth $107K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

634 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

New Potomac Partners held 1,928 shares of Dimensional US Targeted Value ETF worth $107K as of Q3 2024.
Dimensional US Targeted Value ETF was a new New Potomac Partners position in Q3 2024.
Dimensional US Targeted Value ETF made up 0.06% of New Potomac Partners's portfolio in Q3 2024, its #101 holding.
634 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.