Berman Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Berman Capital 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 Q3	$1.42M	Buy	+31,983	New	+$1.42M	0.22%	57

Other funds holding DFAT

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Berman Capital Advisors's DFAT Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q3 2021: 31,983 shares worth $1.42M. The stake represents 0.22% of the portfolio and ranks #57 among its holdings.

272 funds tracked by Wall St. Rank hold DFAT as of Q3 2021.

Berman Capital Advisors held 31,983 shares of Dimensional US Targeted Value ETF worth $1.42M as of Q3 2021.
Dimensional US Targeted Value ETF was a new Berman Capital Advisors position in Q3 2021.
Dimensional US Targeted Value ETF made up 0.22% of Berman Capital Advisors's portfolio in Q3 2021, its #57 holding.
272 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.