EWM
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Elmwood Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Elmwood Wealth Management’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 		$230K Hold
3,296
– – 0.06% 179
2026
Q1 		$206K Buy
+3,296
New +$209K 0.06% 174

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IFA
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FPAS
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Elmwood Wealth Management's DFAT Position: Q2 2026 in Review

Elmwood Wealth Management held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q2 2026 at 3,296 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #179.

Elmwood Wealth Management first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Elmwood Wealth Management held 3,296 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $230K as of Q2 2026.
  • Elmwood Wealth Management 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 0.06% of Elmwood Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Elmwood Wealth Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.