PCA Investment Advisory Services’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-287	Closed	-$13.3K	–	186
2023 Q2	$13.3K	Buy	+287	New	+$12.6K	0.01%	380

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PCA Investment Advisory Services's DFAT Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2023, closing a stake of 287 shares — an estimated $13.3K sold.

PCA Investment Advisory Services first reported a position in DFAT in Q2 2023 and held it in 1 quarter. The position peaked at $13.3K in Q2 2023. 511 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

PCA Investment Advisory Services reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 287 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2023, an estimated $13.3K.
PCA Investment Advisory Services first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $13.3K in Q2 2023.
511 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.