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Choice Wealth Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Choice Wealth Advisors’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
Q3 		– Sell
-232,760
Closed -$9.36M – 25
2022
Q2 		$9.36M Buy
+232,760
New +$10.2M 7.58% 4

Other funds holding DFAT

Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Savant Capital
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jackson Thornton Wealth Management
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Choice Wealth Advisors's DFAT Position: Q3 2022 in Review

Choice Wealth Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2022, closing a stake of 232,760 shares — an estimated $9.36M sold.

Choice Wealth Advisors first reported a position in DFAT in Q2 2022 and held it in 1 quarter. The position peaked at $9.36M in Q2 2022. 407 funds tracked by Wall St. Rank hold DFAT as of Q3 2022.

  • Choice Wealth Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2022 after selling out during the quarter.
  • Choice Wealth Advisors sold 232,760 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2022, an estimated $9.36M.
  • Choice Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2022 and held it in 1 quarter.
  • Choice Wealth Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $9.36M in Q2 2022.
  • 407 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.