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Halbert Hargrove Global Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Halbert Hargrove Global 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
2026
Q2 		$489K Buy
+7,000
New +$468K 0.02% 69

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
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

Halbert Hargrove Global Advisors's DFAT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026: 7,000 shares worth $489K. The stake represents 0.02% of the portfolio and ranks #69 among its holdings.

861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7,000 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $489K as of Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #69 holding.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.