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Stone Asset Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Stone Asset Management’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
Q1 		$492K Buy
11,051
+33
+0.3% +$1.53K 0.79% 23
2022
Q4 		$484K Buy
11,018
+44
+0.4% +$1.93K 0.3% 32
2022
Q3 		$428K Buy
10,974
+43
+0.4% +$1.83K 0.28% 33
2022
Q2 		$440K Buy
+10,931
New +$479K 0.28% 38
2022
Q1 		– Sell
-10,866
Closed -$516K – 47
2021
Q4 		$516K Buy
+10,866
New +$510K 0.3% 28

Other funds holding DFAT

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Stone Asset Management's DFAT Position: Q1 2023 in Review

Stone Asset Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.3% in Q1 2023, buying an estimated $1.53K and bringing the position to 11,051 shares worth $492K. The position accounts for 0.79% of the portfolio, ranked #23.

Stone Asset Management first reported a position in DFAT in Q4 2021 and has held it in 5 quarters since. The position peaked at $516K in Q4 2021. 486 funds tracked by Wall St. Rank hold DFAT as of Q1 2023.

  • Stone Asset Management held 11,051 shares of Dimensional US Targeted Value ETF worth $492K as of Q1 2023.
  • Stone Asset Management bought 33 Dimensional US Targeted Value ETF shares in Q1 2023, an estimated $1.53K.
  • Dimensional US Targeted Value ETF made up 0.79% of Stone Asset Management's portfolio in Q1 2023, its #23 holding.
  • Stone Asset Management first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 5 quarters since.
  • Stone Asset Management's Dimensional US Targeted Value ETF position peaked at $516K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.