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First Command Bank’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

First Command Bank’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
2023
Q2 		$8.21M Buy
+177,055
New +$7.77M 0.77% 18

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
SC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

First Command Bank's DFAT Position: Q2 2023 in Review

First Command Bank opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2023: 177,055 shares worth $8.21M. The stake represents 0.77% of the portfolio and ranks #18 among its holdings.

507 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

  • First Command Bank held 177,055 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $8.21M as of Q2 2023.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new First Command Bank position in Q2 2023.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.77% of First Command Bank's portfolio in Q2 2023, its #18 holding.
  • 507 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.