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USCA RIA’s Dimensional US Targeted Value ETF DFAT Stock Holding History

USCA RIA’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
2021
Q2 		$546K Buy
+12,184
New +$547K 0.03% 381

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

USCA RIA's DFAT Position: Q2 2021 in Review

USCA RIA opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2021: 12,184 shares worth $546K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings.

243 funds tracked by Wall St. Rank hold DFAT as of Q2 2021.

  • USCA RIA held 12,184 shares of Dimensional US Targeted Value ETF worth $546K as of Q2 2021.
  • Dimensional US Targeted Value ETF was a new USCA RIA position in Q2 2021.
  • Dimensional US Targeted Value ETF made up 0.03% of USCA RIA's portfolio in Q2 2021, its #381 holding.
  • 243 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.