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Oxford Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Oxford Financial Group’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
2023
Q2 		– Sell
-1,009
Closed -$44.9K – 296
2023
Q1 		$44.9K Hold
1,009
– – 0.01% 219
2022
Q4 		$44.3K Hold
1,009
– – 0.01% 220
2022
Q3 		$39K Sell
1,009
-86
-8% -$3.67K 0.01% 202
2022
Q2 		$44K Hold
1,095
– – 0.01% 223
2022
Q1 		$51K Hold
1,095
– – 0.01% 220
2021
Q4 		$52K Sell
1,095
-618
-36% -$29K 0.01% 233
2021
Q3 		$76K Sell
1,713
-1,481
-46% -$65.7K 0.01% 205
2021
Q2 		$143K Buy
+3,194
New +$143K 0.02% 181

Other funds holding DFAT

Creative Planning
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BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Oxford Financial Group's DFAT Position: Q2 2023 in Review

Oxford Financial Group sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2023, closing a stake of 1,009 shares — an estimated $44.9K sold.

Oxford Financial Group first reported a position in DFAT in Q2 2021 and held it in 8 quarters. The position peaked at $143K in Q2 2021. 506 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

  • Oxford Financial Group reported no remaining Dimensional US Targeted Value ETF position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 1,009 Dimensional US Targeted Value ETF shares in Q2 2023, an estimated $44.9K.
  • Oxford Financial Group first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and held it in 8 quarters.
  • Oxford Financial Group's Dimensional US Targeted Value ETF position peaked at $143K in Q2 2021.
  • 506 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.