Oliver Lagore Vanvalin Investment Group’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q4	$81.2K	Buy	1,458 +888	+156%	+$50.8K	0.02%	203
2024 Q3	$31.7K	Buy	570 +63	+12%	+$3.41K	0.01%	293
2024 Q2	$26.3K	Buy	507 +142	+39%	+$7.45K	0.01%	305
2024 Q1	$19.9K	Sell	365 -394	-52%	-$20.3K	0.01%	343
2023 Q4	$39.7K	Buy	759 +190	+33%	+$8.88K	0.01%	236
2023 Q3	$26K	Buy	569 +32	+6%	+$1.52K	0.01%	316
2023 Q2	$24.9K	Buy	537 +32	+6%	+$1.4K	0.01%	341
2023 Q1	$22.5K	Buy	+505	New	+$23.4K	0.01%	275

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFAT Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 156% in Q4 2024, buying an estimated $50.8K and bringing the position to 1,458 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #203.

Oliver Lagore Vanvalin Investment Group first reported a position in DFAT in Q1 2023 and has held it in 8 quarters since. 713 funds tracked by Wall St. Rank hold DFAT as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 1,458 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $81.2K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group bought 888 U.S. Targeted Value Portfolio ETF Class Shares shares in Q4 2024, an estimated $50.8K.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #203 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2023 and has held it in 8 quarters since.
713 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.