Urban Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Urban Wealth Management’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 Q2	$2K	Buy	+50	New	+$2.19K	0.01%	294

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

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

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

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Urban Wealth Management's DFAT Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2022: 50 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

398 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

Urban Wealth Management held 50 shares of Dimensional US Targeted Value ETF worth $2K as of Q2 2022.
Dimensional US Targeted Value ETF was a new Urban Wealth Management position in Q2 2022.
Dimensional US Targeted Value ETF made up 0.01% of Urban Wealth Management's portfolio in Q2 2022, its #294 holding.
398 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.