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

BSW

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

IFA

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

FFM

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

MWM

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Personal Capital Advisors's DFAT Position: Q4 2022 in Review

Personal Capital Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 3.7% in Q4 2022, buying an estimated $11.5K and bringing the position to 7,320 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Personal Capital Advisors first reported a position in DFAT in Q2 2021 and has held it in 7 quarters since. The position peaked at $516K in Q2 2021. 475 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

Personal Capital Advisors held 7,320 shares of Dimensional US Targeted Value ETF worth $322K as of Q4 2022.
Personal Capital Advisors bought 261 Dimensional US Targeted Value ETF shares in Q4 2022, an estimated $11.5K.
Dimensional US Targeted Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #368 holding.
Personal Capital Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 7 quarters since.
Personal Capital Advisors's Dimensional US Targeted Value ETF position peaked at $516K in Q2 2021.
475 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.