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

Archer Investment Corporation’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	$2.45K	Hold	35	–	–	﹤0.01%	1044
2026 Q1	$2.19K	Hold	35	–	–	﹤0.01%	1046
2025 Q4	$2.08K	Hold	35	–	–	﹤0.01%	986
2025 Q3	$2.04K	Hold	35	–	–	﹤0.01%	997
2025 Q2	$1.89K	Sell	35 -300	-90%	-$15.3K	﹤0.01%	978
2025 Q1	$17.2K	Hold	335	–	–	﹤0.01%	602
2024 Q4	$18.6K	Hold	335	–	–	0.01%	592
2024 Q3	$18.6K	Hold	335	–	–	0.01%	588
2024 Q2	$17.4K	Hold	335	–	–	0.01%	576
2024 Q1	$18.2K	Buy	335 +300	+857%	+$15.4K	0.01%	555
2023 Q4	$1.83K	Buy	+35	New	+$1.64K	﹤0.01%	909

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

Archer Investment Corporation's DFAT Position: Q2 2026 in Review

Archer Investment Corporation held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q2 2026 at 35 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Archer Investment Corporation first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6K in Q4 2024. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Archer Investment Corporation held 35 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $2.45K as of Q2 2026.
Archer Investment Corporation left its U.S. Targeted Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Targeted Value Portfolio ETF Class Shares made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #1044 holding.
Archer Investment Corporation first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Archer Investment Corporation's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $18.6K in Q4 2024.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.