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Prevail Innovative Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Prevail Innovative Wealth 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
-12,078
Closed -$632K – 163
2023
Q4 		$632K Buy
12,078
+75
+0.6% +$3.51K 0.3% 90
2023
Q3 		$548K Buy
+12,003
New +$570K 0.28% 80

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FFM
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IFA
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SC
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Mercer Global Advisors
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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JTWM
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Prevail Innovative Wealth Advisors's DFAT Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 12,078 shares — an estimated $632K sold.

Prevail Innovative Wealth Advisors first reported a position in DFAT in Q3 2023 and held it in 2 quarters. The position peaked at $632K in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 12,078 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $632K.
  • Prevail Innovative Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $632K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.