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Cerity Partners OCIO’s U.S. Targeted Value Portfolio ETF Class Shares 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

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

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

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

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

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