Raymond James Trust’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Raymond James Trust’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 Q3	$208K	Buy	+3,747	New	+$203K	﹤0.01%	1232

Other funds holding DFAT

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

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

IFA

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Trust's DFAT Position: Q3 2024 in Review

Raymond James Trust opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q3 2024: 3,747 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings.

633 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

Raymond James Trust held 3,747 shares of Dimensional US Targeted Value ETF worth $208K as of Q3 2024.
Dimensional US Targeted Value ETF was a new Raymond James Trust position in Q3 2024.
Dimensional US Targeted Value ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1232 holding.
633 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.