Tradition Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-947	Closed	-$50K	–	577
2023 Q4	$50K	Buy	947 +4	+0.4%	+$187	0.01%	625
2023 Q3	$43K	Buy	943 +4	+0.4%	+$190	0.01%	637
2023 Q2	$44K	Buy	939 +4	+0.4%	+$176	0.01%	660
2023 Q1	$42K	Buy	935 +2	+0.2%	+$93	0.01%	655
2022 Q4	$41K	Buy	933 +4	+0.4%	+$176	0.01%	577
2022 Q3	$36K	Buy	929 +4	+0.4%	+$171	0.01%	601
2022 Q2	$37K	Buy	925 +4	+0.4%	+$175	0.01%	520
2022 Q1	$43K	Buy	921 +1	+0.1%	+$47	0.01%	547
2021 Q4	$44K	Buy	920 +6	+0.7%	+$282	0.01%	558
2021 Q3	$41K	Buy	914 +3	+0.3%	+$133	0.01%	550
2021 Q2	$41K	Buy	+911	New	+$40.9K	0.01%	578

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Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Mercer Global Advisors

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Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return