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Salem Investment Counselors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-50
Closed -$2.72K – 1176
2024
Q1 		$2.72K Hold
50
– – ﹤0.01% 998
2023
Q4 		$2.62K Hold
50
– – ﹤0.01% 964
2023
Q3 		$2.29K Buy
+50
New +$2.38K ﹤0.01% 965

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Salem Investment Counselors's DFAT Position: Q2 2024 in Review

Salem Investment Counselors sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2024, closing a stake of 50 shares — an estimated $2.72K sold.

Salem Investment Counselors first reported a position in DFAT in Q3 2023 and held it in 3 quarters. The position peaked at $2.72K in Q1 2024. 618 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

  • Salem Investment Counselors reported no remaining Dimensional US Targeted Value ETF position as of Q2 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 50 Dimensional US Targeted Value ETF shares in Q2 2024, an estimated $2.72K.
  • Salem Investment Counselors first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and held it in 3 quarters.
  • Salem Investment Counselors's Dimensional US Targeted Value ETF position peaked at $2.72K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.