LongView Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

LongView Wealth 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
2026 Q2	–	Sell	-4,500	Closed	-$293K	–	234
2026 Q1	$293K	Sell	4,500 -9,600	-68%	-$610K	0.07%	197
2025 Q4	$879K	Hold	14,100	–	–	0.21%	100
2025 Q3	$821K	Buy	14,100 +1,200	+9%	+$68.3K	0.22%	92
2025 Q2	$696K	Buy	12,900 +300	+2%	+$15.3K	0.21%	92
2025 Q1	$649K	Buy	12,600 +1,000	+9%	+$55K	0.19%	98
2024 Q4	$646K	Hold	11,600	–	–	0.2%	97
2024 Q3	$645K	Buy	11,600 +4,300	+59%	+$232K	0.21%	94
2024 Q2	$379K	Buy	7,300 +3,000	+70%	+$157K	0.14%	125
2024 Q1	$234K	Hold	4,300	–	–	0.09%	159
2023 Q4	$218K	Buy	+4,300	New	+$201K	0.1%	163

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

LongView Wealth Management's DFAT Position: Q2 2026 in Review

LongView Wealth Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026, closing a stake of 4,500 shares — an estimated $293K sold.

LongView Wealth Management first reported a position in DFAT in Q4 2023 and held it in 10 quarters. The position peaked at $879K in Q4 2025. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

LongView Wealth Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 4,500 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $293K.
LongView Wealth Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $879K in Q4 2025.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.