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

Meeder 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
2022
Q4 		– Sell
-1,445
Closed -$56K – 1087
2022
Q3 		$56K Buy
+1,445
New +$61.6K ﹤0.01% 826

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BSW
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IFA
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FFM
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Meeder Asset Management's DFAT Position: Q4 2022 in Review

Meeder Asset Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q4 2022, closing a stake of 1,445 shares — an estimated $56K sold.

Meeder Asset Management first reported a position in DFAT in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 476 funds tracked by Wall St. Rank hold DFAT as of Q4 2022.

  • Meeder Asset Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 1,445 U.S. Targeted Value Portfolio ETF Class Shares shares in Q4 2022, an estimated $56K.
  • Meeder Asset Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q3 2022 and held it in 1 quarter.
  • Meeder Asset Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $56K in Q3 2022.
  • 476 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.