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

Personal Capital 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	$322K	Buy	7,320 +261	+4%	+$11.5K	﹤0.01%	368
2022 Q3	$275K	Hold	7,059	–	–	﹤0.01%	377
2022 Q2	$284K	Hold	7,059	–	–	﹤0.01%	364
2022 Q1	$329K	Hold	7,059	–	–	﹤0.01%	369
2021 Q4	$335K	Sell	7,059 -3,989	-36%	-$187K	﹤0.01%	415
2021 Q3	$491K	Sell	11,048 -465	-4%	-$20.6K	﹤0.01%	312
2021 Q2	$516K	Buy	+11,513	New	+$517K	﹤0.01%	303

Other funds holding DFAT

Creative Planning

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

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

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