AWM
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Align Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Align 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
Q4 		$9.02M Buy
+231,456
New +$10.2M 7.63% 3

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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Align Wealth Management's DFAT Position: Q4 2022 in Review

Align Wealth Management opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q4 2022: 231,456 shares worth $9.02M. The stake represents 7.63% of the portfolio and ranks #3 among its holdings.

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

  • Align Wealth Management held 231,456 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $9.02M as of Q4 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Align Wealth Management position in Q4 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 7.63% of Align Wealth Management's portfolio in Q4 2022, its #3 holding.
  • 476 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.