PWM
DFAT icon

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

Platform Wealth 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
2026
Q2 		$5.83M Buy
+83,404
New +$5.57M 2.13% 13
2025
Q4 		$5.01M Buy
+84,122
New +$4.91M 1.33% 21

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Platform Wealth Management's DFAT Position: Q2 2026 in Review

Platform Wealth Management opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026: 83,404 shares worth $5.83M. The stake represents 2.13% of the portfolio and ranks #13 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAT as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Platform Wealth Management held 83,404 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $5.83M as of Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Platform Wealth Management position in Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 2.13% of Platform Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Platform Wealth Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.