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KCM Investment Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

KCM Investment 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
2022
Q1 		– Sell
-5,154
Closed -$245K – 412
2021
Q4 		$245K Buy
5,154
+34
+0.7% +$1.6K 0.01% 375
2021
Q3 		$227K Buy
5,120
+13
+0.3% +$576 0.01% 364
2021
Q2 		$229K Buy
+5,107
New +$229K 0.01% 361

Other funds holding DFAT

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EP
Equius Partners Novato, California $324M AUM 8.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KCM Investment Advisors's DFAT Position: Q1 2022 in Review

KCM Investment Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2022, closing a stake of 5,154 shares — an estimated $245K sold.

KCM Investment Advisors first reported a position in DFAT in Q2 2021 and held it in 3 quarters. The position peaked at $245K in Q4 2021. 341 funds tracked by Wall St. Rank hold DFAT as of Q1 2022.

  • KCM Investment Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 5,154 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2022, an estimated $245K.
  • KCM Investment Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2021 and held it in 3 quarters.
  • KCM Investment Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $245K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.