RRC
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Relaxing Retirement Coach’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Relaxing Retirement Coach’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 		$17.1M Buy
369,090
+40,361
+12% +$1.77M 5.15% 6
2023
Q1 		$14.6M Buy
328,729
+20,127
+7% +$933K 4.87% 6
2022
Q4 		$13.6M Buy
308,602
+20,007
+7% +$879K 5.02% 6
2022
Q3 		$11.2M Buy
288,595
+16,226
+6% +$692K 5.31% 6
2022
Q2 		$11M Buy
272,369
+24,495
+10% +$1.07M 5.53% 5
2022
Q1 		$11.5M Buy
247,874
+41,577
+20% +$1.94M 5.92% 5
2021
Q4 		$9.81M Buy
206,297
+37,259
+22% +$1.75M 5.64% 5
2021
Q3 		$7.5M Buy
169,038
+7,728
+5% +$343K 6.15% 6
2021
Q2 		$7.23M Buy
+161,310
New +$7.25M 6.15% 5

Other funds holding DFAT

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BSW
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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
SC
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
FPAS
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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return