180 Wealth Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAT
180 Wealth Advisors's DFAT Position: Q2 2026 in Review
180 Wealth Advisors increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 15% in Q2 2026, buying an estimated $190K and bringing the position to 22,008 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #146.
180 Wealth Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. 862 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.
- 180 Wealth Advisors held 22,008 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $1.54M as of Q2 2026.
- 180 Wealth Advisors bought 2,845 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $190K.
- U.S. Targeted Value Portfolio ETF Class Shares made up 0.15% of 180 Wealth Advisors's portfolio in Q2 2026, its #146 holding.
- 180 Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
- 862 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.