Ameritas Investment Partners’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Ameritas Investment Partners’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
2026 Q2	$352K	Buy	5,039 +17	+0.3%	+$1.14K	0.01%	1050
2026 Q1	$314K	Buy	5,022 +17	+0.3%	+$1.08K	0.01%	1019
2025 Q4	$298K	Buy	5,005 +20	+0.4%	+$1.17K	0.01%	1032
2025 Q3	$290K	Buy	4,985 +23	+0.5%	+$1.31K	0.01%	1034
2025 Q2	$268K	Buy	4,962 +23	+0.5%	+$1.17K	0.01%	1136
2025 Q1	$254K	Buy	4,939 +15	+0.3%	+$825	0.01%	1131
2024 Q4	$274K	Buy	4,924 +18	+0.4%	+$1.03K	0.01%	1146
2024 Q3	$273K	Buy	+4,906	New	+$265K	0.01%	1130

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Ameritas Investment Partners's DFAT Position: Q2 2026 in Review

Ameritas Investment Partners increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.34% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,039 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1050.

Ameritas Investment Partners first reported a position in DFAT in Q3 2024 and has held it in 8 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Ameritas Investment Partners held 5,039 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $352K as of Q2 2026.
Ameritas Investment Partners bought 17 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.14K.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1050 holding.
Ameritas Investment Partners first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.