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DecisionPoint Financial’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

DecisionPoint Financial’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 		– Sell
-371
Closed -$23.2K – 1429
2026
Q1 		$23.2K Buy
+371
New +$23.6K 0.01% 130

Other funds holding DFAT

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

DecisionPoint Financial's DFAT Position: Q2 2026 in Review

DecisionPoint Financial sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026, closing a stake of 371 shares — an estimated $23.2K sold.

DecisionPoint Financial first reported a position in DFAT in Q1 2026 and held it in 1 quarter. The position peaked at $23.2K in Q1 2026. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • DecisionPoint Financial reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • DecisionPoint Financial sold 371 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $23.2K.
  • DecisionPoint Financial first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • DecisionPoint Financial's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $23.2K in Q1 2026.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.