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Bingham Osborn & Scarborough’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bingham Osborn & Scarborough’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 		– Sell
-376,074
Closed -$16.7M – 38
2021
Q3 		$16.7M Buy
+376,074
New +$16.7M 1.17% 12

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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
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
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bingham Osborn & Scarborough's DFAT Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Dimensional US Targeted Value ETF (DFAT) in Q4 2021, closing a stake of 376,074 shares — an estimated $16.7M sold.

Bingham Osborn & Scarborough first reported a position in DFAT in Q3 2021 and held it in 1 quarter. The position peaked at $16.7M in Q3 2021. 365 funds tracked by Wall St. Rank hold DFAT as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Dimensional US Targeted Value ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 376,074 Dimensional US Targeted Value ETF shares in Q4 2021, an estimated $16.7M.
  • Bingham Osborn & Scarborough first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Dimensional US Targeted Value ETF position peaked at $16.7M in Q3 2021.
  • 365 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.