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Surevest’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Surevest’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
Q3 		$271K Hold
6,947
– – 0.07% 130
2022
Q2 		$279K Buy
+6,947
New +$305K 0.07% 126
2022
Q1 		– Sell
-6,947
Closed -$330K – 531
2021
Q4 		$330K Hold
6,947
– – 0.08% 102
2021
Q3 		$308K Buy
+6,947
New +$308K 0.08% 95

Other funds holding DFAT

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Surevest's DFAT Position: Q3 2022 in Review

Surevest held its Dimensional US Targeted Value ETF (DFAT) position steady in Q3 2022 at 6,947 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #130.

Surevest first reported a position in DFAT in Q3 2021 and has held it in 4 quarters since. The position peaked at $330K in Q4 2021. 405 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

  • Surevest held 6,947 shares of Dimensional US Targeted Value ETF worth $271K as of Q3 2022.
  • Surevest left its Dimensional US Targeted Value ETF share count unchanged in Q3 2022.
  • Dimensional US Targeted Value ETF made up 0.07% of Surevest's portfolio in Q3 2022, its #130 holding.
  • Surevest first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 4 quarters since.
  • Surevest's Dimensional US Targeted Value ETF position peaked at $330K in Q4 2021.
  • 405 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.