EWA
DFAT icon

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

EQ 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
2025
Q3 		– Sell
-544
Closed -$29.4K – 86
2025
Q2 		$29.4K Hold
544
– – 0.02% 102
2025
Q1 		$28K Buy
+544
New +$29.9K 0.02% 106

Other funds holding DFAT

Creative Planning
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

EQ Wealth Advisors's DFAT Position: Q3 2025 in Review

EQ Wealth Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2025, closing a stake of 544 shares — an estimated $29.4K sold.

EQ Wealth Advisors first reported a position in DFAT in Q1 2025 and held it in 2 quarters. The position peaked at $29.4K in Q2 2025. 732 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • EQ Wealth Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • EQ Wealth Advisors sold 544 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2025, an estimated $29.4K.
  • EQ Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2025 and held it in 2 quarters.
  • EQ Wealth Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $29.4K in Q2 2025.
  • 732 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2025.

Based on EQ Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.