Financial Symmetry’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAT
Financial Symmetry's DFAT Position: Q3 2026 in Review
Financial Symmetry increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.02% in Q3 2026, buying an estimated $211 and bringing the position to 12,992 shares worth $863K. The position accounts for 0.28% of the portfolio, ranked #28.
Financial Symmetry first reported a position in DFAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $907K in Q2 2026. 702 funds tracked by Wall St. Rank hold DFAT as of Q3 2026.
- Financial Symmetry held 12,992 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $863K as of Q3 2026.
- Financial Symmetry bought 3 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $211.
- U.S. Targeted Value Portfolio ETF Class Shares made up 0.28% of Financial Symmetry's portfolio in Q3 2026, its #28 holding.
- Financial Symmetry first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
- Financial Symmetry's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $907K in Q2 2026.
- 702 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2026.
Based on Financial Symmetry's 13F filing for Q3 2026, filed 6 Oct 2026.