Pinnacle Financial Partners (Tennessee)’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$587K	Hold	10,079	–	–	0.01%	317
2025 Q2	$544K	Hold	10,079	–	–	0.01%	323
2025 Q1	$519K	Hold	10,079	–	–	0.01%	323
2024 Q4	$561K	Hold	10,079	–	–	0.01%	316
2024 Q3	$561K	Hold	10,079	–	–	0.01%	315
2024 Q2	$523K	Hold	10,079	–	–	0.01%	320
2024 Q1	$549K	Hold	10,079	–	–	0.01%	318
2023 Q4	$527K	Buy	+10,079	New	+$471K	0.01%	307

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

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

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DFAT Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q3 2025 at 10,079 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #317.

Pinnacle Financial Partners (Tennessee) first reported a position in DFAT in Q4 2023 and has held it in 8 quarters since. 732 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 10,079 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $587K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) left its U.S. Targeted Value Portfolio ETF Class Shares share count unchanged in Q3 2025.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #317 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and has held it in 8 quarters since.
732 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.