ZIM
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Zacks Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Zacks Investment 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
Q3 		– Sell
-6,700
Closed -$311K – 632
2023
Q2 		$311K Hold
6,700
– – ﹤0.01% 522
2023
Q1 		$298K Hold
6,700
– – ﹤0.01% 520
2022
Q4 		$294K Hold
6,700
– – ﹤0.01% 506
2022
Q3 		$261K Buy
+6,700
New +$286K ﹤0.01% 504

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
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

Zacks Investment Management's DFAT Position: Q3 2023 in Review

Zacks Investment Management sold out of Dimensional US Targeted Value ETF (DFAT) in Q3 2023, closing a stake of 6,700 shares — an estimated $311K sold.

Zacks Investment Management first reported a position in DFAT in Q3 2022 and held it in 4 quarters. The position peaked at $311K in Q2 2023. 510 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

  • Zacks Investment Management reported no remaining Dimensional US Targeted Value ETF position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 6,700 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $311K.
  • Zacks Investment Management first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and held it in 4 quarters.
  • Zacks Investment Management's Dimensional US Targeted Value ETF position peaked at $311K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.