Hantz Financial Services’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Hantz Financial Services’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	$101K	Buy	1,442 +466	+48%	+$31.1K	﹤0.01%	1384
2026 Q1	$61K	Hold	976	–	–	﹤0.01%	1480
2025 Q4	$58K	Hold	976	–	–	﹤0.01%	1375
2025 Q3	$57K	Hold	976	–	–	﹤0.01%	1176
2025 Q2	$53K	Buy	+976	New	+$49.7K	﹤0.01%	943

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Hantz Financial Services's DFAT Position: Q2 2026 in Review

Hantz Financial Services increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 48% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,442 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Hantz Financial Services first reported a position in DFAT in Q2 2025 and has held it in 5 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Hantz Financial Services held 1,442 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $101K as of Q2 2026.
Hantz Financial Services bought 466 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $31.1K.
U.S. Targeted Value Portfolio ETF Class Shares made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1384 holding.
Hantz Financial Services first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.