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Mosaic Family Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Mosaic Family Wealth’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 		$304K Buy
+6,401
New +$301K 0.08% 134

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

Mosaic Family Wealth's DFAT Position: Q4 2021 in Review

Mosaic Family Wealth opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q4 2021: 6,401 shares worth $304K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings.

365 funds tracked by Wall St. Rank hold DFAT as of Q4 2021.

  • Mosaic Family Wealth held 6,401 shares of Dimensional US Targeted Value ETF worth $304K as of Q4 2021.
  • Dimensional US Targeted Value ETF was a new Mosaic Family Wealth position in Q4 2021.
  • Dimensional US Targeted Value ETF made up 0.08% of Mosaic Family Wealth's portfolio in Q4 2021, its #134 holding.
  • 365 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.