Cerity Partners OCIO’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cerity Partners OCIO’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
2022 Q4	$302K	Buy	+6,881	New	+$302K	0.01%	370

Other funds holding DFAT

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

MWM

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Cerity Partners OCIO's DFAT Position: Q4 2022 in Review

Cerity Partners OCIO opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2022: 6,881 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings.

474 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

Cerity Partners OCIO held 6,881 shares of Dimensional US Targeted Value ETF worth $302K as of Q4 2022.
Dimensional US Targeted Value ETF was a new Cerity Partners OCIO position in Q4 2022.
Dimensional US Targeted Value ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #370 holding.
474 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.