Windsor Creek Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Windsor Creek Advisors’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 Q4	$966K	Buy	+20,000	New	+$939K	0.29%	75

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 $2.22B AUM 20.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

JTWM

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

Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Windsor Creek Advisors's DFAT Position: Q4 2021 in Review

Windsor Creek Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2021: 20,000 shares worth $966K. The stake represents 0.29% of the portfolio and ranks #75 among its holdings.

365 funds tracked by Wall St. Rank hold DFAT as of Q4 2021.

Windsor Creek Advisors held 20,000 shares of Dimensional US Targeted Value ETF worth $966K as of Q4 2021.
Dimensional US Targeted Value ETF was a new Windsor Creek Advisors position in Q4 2021.
Dimensional US Targeted Value ETF made up 0.29% of Windsor Creek Advisors's portfolio in Q4 2021, its #75 holding.
365 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.