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New Potomac Partners’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

New Potomac Partners’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
2024
Q3 		$107K Buy
+1,928
New +$104K 0.06% 101

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New Potomac Partners's DFAT Position: Q3 2024 in Review

New Potomac Partners opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2024: 1,928 shares worth $107K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

636 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

  • New Potomac Partners held 1,928 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $107K as of Q3 2024.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new New Potomac Partners position in Q3 2024.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.06% of New Potomac Partners's portfolio in Q3 2024, its #101 holding.
  • 636 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.