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

SBK 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
Q1 		– Sell
-3,613
Closed -$172K – 84
2021
Q4 		$172K Buy
+3,613
New +$170K 0.14% 79

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SBK Financial's DFAT Position: Q1 2022 in Review

SBK Financial sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2022, closing a stake of 3,613 shares — an estimated $172K sold.

SBK Financial first reported a position in DFAT in Q4 2021 and held it in 1 quarter. The position peaked at $172K in Q4 2021. 340 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

  • SBK Financial reported no remaining Dimensional US Targeted Value ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 3,613 Dimensional US Targeted Value ETF shares in Q1 2022, an estimated $172K.
  • SBK Financial first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Dimensional US Targeted Value ETF position peaked at $172K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.