BC
DFAT icon

Bartlett & Co’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bartlett & Co’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
Q4 		$545K Buy
+10,309
New +$482K 0.01% 338

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Bartlett & Co's DFAT Position: Q4 2023 in Review

Bartlett & Co opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2023: 10,309 shares worth $545K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings.

598 funds tracked by Wall St. Rank hold DFAT as of Q4 2023.

  • Bartlett & Co held 10,309 shares of Dimensional US Targeted Value ETF worth $545K as of Q4 2023.
  • Dimensional US Targeted Value ETF was a new Bartlett & Co position in Q4 2023.
  • Dimensional US Targeted Value ETF made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #338 holding.
  • 598 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.