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

Baystate 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
2023
Q4 		$471K Buy
9,004
+757
+9% +$35.4K 0.03% 147
2023
Q3 		$377K Buy
+8,247
New +$392K 0.03% 151

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FFM
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IFA
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SC
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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

Baystate Wealth Management's DFAT Position: Q4 2023 in Review

Baystate Wealth Management increased its Dimensional US Targeted Value ETF (DFAT) stake by 9.2% in Q4 2023, buying an estimated $35.4K and bringing the position to 9,004 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #147.

Baystate Wealth Management first reported a position in DFAT in Q3 2023 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold DFAT as of Q4 2023.

  • Baystate Wealth Management held 9,004 shares of Dimensional US Targeted Value ETF worth $471K as of Q4 2023.
  • Baystate Wealth Management bought 757 Dimensional US Targeted Value ETF shares in Q4 2023, an estimated $35.4K.
  • Dimensional US Targeted Value ETF made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #147 holding.
  • Baystate Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.