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Advisor Resource Council’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-12,981
Closed -$679K – 298
2023
Q4 		$679K Buy
+12,981
New +$607K 0.08% 234

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Advisor Resource Council's DFAT Position: Q1 2024 in Review

Advisor Resource Council sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2024, closing a stake of 12,981 shares — an estimated $679K sold.

Advisor Resource Council first reported a position in DFAT in Q4 2023 and held it in 1 quarter. The position peaked at $679K in Q4 2023. 602 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Advisor Resource Council reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 12,981 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $679K.
  • Advisor Resource Council first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • Advisor Resource Council's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $679K in Q4 2023.
  • 602 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.