Beckerman Institutional’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Beckerman Institutional’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	$3.31M	Buy	47,386 +1,255	+3%	+$83.9K	1.58%	17
2026 Q1	$2.88M	Buy	46,131 +1,662	+4%	+$106K	1.53%	18
2025 Q4	$2.65M	Buy	44,469 +1,176	+3%	+$68.6K	1.49%	17
2025 Q3	$2.52M	Buy	43,293 +2,067	+5%	+$118K	1.48%	16
2025 Q2	$2.22M	Buy	41,226 +3,095	+8%	+$158K	1.48%	17
2025 Q1	$1.96M	Buy	38,131 +2,432	+7%	+$134K	1.42%	19
2024 Q4	$1.99M	Buy	35,699 +1,634	+5%	+$93.5K	1.59%	15
2024 Q3	$1.9M	Buy	+34,065	New	+$1.84M	1.6%	14

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

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

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Beckerman Institutional's DFAT Position: Q2 2026 in Review

Beckerman Institutional increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 2.7% in Q2 2026, buying an estimated $83.9K and bringing the position to 47,386 shares worth $3.31M. The position accounts for 1.58% of the portfolio, ranked #17.

Beckerman Institutional 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.

Beckerman Institutional held 47,386 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $3.31M as of Q2 2026.
Beckerman Institutional bought 1,255 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $83.9K.
U.S. Targeted Value Portfolio ETF Class Shares made up 1.58% of Beckerman Institutional's portfolio in Q2 2026, its #17 holding.
Beckerman Institutional 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 Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.