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Resolute Financial’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Resolute Financial’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 		$682K Sell
15,526
-989
-6% -$43.4K 0.58% 41
2022
Q3 		$644K Buy
16,515
+3,381
+26% +$144K 0.61% 35
2022
Q2 		$528K Buy
+13,134
New +$576K 0.46% 51
2022
Q1 		– Sell
-5,892
Closed -$280K – 115
2021
Q4 		$280K Buy
+5,892
New +$277K 0.21% 95

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $2.22B AUM 20.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Resolute Financial's DFAT Position: Q4 2022 in Review

Resolute Financial reduced its Dimensional US Targeted Value ETF (DFAT) stake by 6% in Q4 2022, selling an estimated $43.4K and leaving 15,526 shares worth $682K. The position accounts for 0.58% of the portfolio, ranked #41.

Resolute Financial first reported a position in DFAT in Q4 2021 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

  • Resolute Financial held 15,526 shares of Dimensional US Targeted Value ETF worth $682K as of Q4 2022.
  • Resolute Financial sold 989 Dimensional US Targeted Value ETF shares in Q4 2022, an estimated $43.4K.
  • Dimensional US Targeted Value ETF made up 0.58% of Resolute Financial's portfolio in Q4 2022, its #41 holding.
  • Resolute Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.