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

Northern Financial 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
2024
Q1 		– Sell
-4,293
Closed -$225K – 116
2023
Q4 		$225K Buy
+4,293
New +$201K 0.19% 110

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BSW
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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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Northern Financial Advisors's DFAT Position: Q1 2024 in Review

Northern Financial Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 4,293 shares — an estimated $225K sold.

Northern Financial Advisors first reported a position in DFAT in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Northern Financial Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Northern Financial Advisors sold 4,293 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $225K.
  • Northern Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 1 quarter.
  • Northern Financial Advisors's Dimensional US Targeted Value ETF position peaked at $225K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Northern Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.