Oakwood Capital Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Oakwood Capital Management’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
2021 Q2	$499K	Buy	+11,145	New	+$501K	0.13%	52

Other funds holding DFAT

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Oakwood Capital Management's DFAT Position: Q2 2021 in Review

Oakwood Capital Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2021: 11,145 shares worth $499K. The stake represents 0.13% of the portfolio and ranks #52 among its holdings.

243 funds tracked by Wall St. Rank hold DFAT as of Q2 2021.

Oakwood Capital Management held 11,145 shares of Dimensional US Targeted Value ETF worth $499K as of Q2 2021.
Dimensional US Targeted Value ETF was a new Oakwood Capital Management position in Q2 2021.
Dimensional US Targeted Value ETF made up 0.13% of Oakwood Capital Management's portfolio in Q2 2021, its #52 holding.
243 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2021.

Based on Oakwood Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.