Better Money Decisions’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Better Money Decisions’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
2025 Q2	$10.1M	Buy	187,289 +9,430	+5%	+$480K	6.14%	5
2025 Q1	$9.16M	Buy	177,859 +1,628	+0.9%	+$89.6K	6.11%	5
2024 Q4	$9.81M	Buy	176,231 +18,919	+12%	+$1.08M	6.8%	4
2024 Q3	$8.75M	Buy	157,312 +10,499	+7%	+$568K	6.21%	5
2024 Q2	$7.62M	Buy	146,813 +7,860	+6%	+$412K	5.73%	6
2024 Q1	$7.56M	Buy	138,953 +42,302	+44%	+$2.18M	6%	5
2023 Q4	$5.06M	Buy	96,651 +75,707	+361%	+$3.54M	4.2%	8
2023 Q3	$957K	Buy	20,944 +8,105	+63%	+$385K	0.84%	22
2023 Q2	$596K	Buy	12,839 +3,716	+41%	+$163K	0.49%	34
2023 Q1	$406K	Buy	+9,123	New	+$423K	0.34%	40

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

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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

Better Money Decisions's DFAT Position: Q2 2025 in Review

Better Money Decisions increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 5.3% in Q2 2025, buying an estimated $480K and bringing the position to 187,289 shares worth $10.1M. The position accounts for 6.14% of the portfolio, ranked #5.

Better Money Decisions first reported a position in DFAT in Q1 2023 and has held it in 10 quarters since. 719 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

Better Money Decisions held 187,289 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $10.1M as of Q2 2025.
Better Money Decisions bought 9,430 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2025, an estimated $480K.
U.S. Targeted Value Portfolio ETF Class Shares made up 6.14% of Better Money Decisions's portfolio in Q2 2025, its #5 holding.
Better Money Decisions first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2023 and has held it in 10 quarters since.
719 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.