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Institutional & Family Asset Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-4
Closed -$186 – 727
2023
Q2 		$186 Buy
+4
New +$176 ﹤0.01% 734

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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Institutional & Family Asset Management's DFAT Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2023, closing a stake of 4 shares — an estimated $186 sold.

Institutional & Family Asset Management first reported a position in DFAT in Q2 2023 and held it in 1 quarter. The position peaked at $186 in Q2 2023. 511 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2023, an estimated $186.
  • Institutional & Family Asset Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $186 in Q2 2023.
  • 511 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.