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Johnson Financial Group Inc (Wisconsin)’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q3 		– Sell
-15
Closed -$810 – 1072
2025
Q2 		$810 Buy
+15
New +$764 ﹤0.01% 691

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Johnson Financial Group Inc (Wisconsin)'s DFAT Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2025, closing a stake of 15 shares — an estimated $810 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DFAT in Q2 2025 and held it in 1 quarter. The position peaked at $810 in Q2 2025. 732 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 15 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2025, an estimated $810.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s U.S. Targeted Value Portfolio ETF Class Shares position peaked at $810 in Q2 2025.
  • 732 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.