Level Four Advisory Services’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History
Bought
Maintained
Sold
Other funds holding DFAT
Level Four Advisory Services's DFAT Position: Q2 2026 in Review
Level Four Advisory Services increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.33% in Q2 2026, buying an estimated $735 and bringing the position to 3,302 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #846.
Level Four Advisory Services first reported a position in DFAT in Q2 2021 and has held it in 10 quarters since. The position peaked at $361K in Q4 2025. 862 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.
- Level Four Advisory Services held 3,302 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $231K as of Q2 2026.
- Level Four Advisory Services bought 11 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $735.
- U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #846 holding.
- Level Four Advisory Services first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2021 and has held it in 10 quarters since.
- Level Four Advisory Services's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $361K in Q4 2025.
- 862 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.