Quest 10 Wealth Builders
DFAT icon

Quest 10 Wealth Builders’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Quest 10 Wealth Builders’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
Q3 		– Sell
-10
Closed -$699 – 808
2026
Q2 		$699 Hold
10
– – ﹤0.01% 716
2026
Q1 		$625 Buy
+10
New +$635 ﹤0.01% 716

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Quest 10 Wealth Builders's DFAT Position: Q3 2026 in Review

Quest 10 Wealth Builders sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2026, closing a stake of 10 shares — an estimated $699 sold.

Quest 10 Wealth Builders first reported a position in DFAT in Q1 2026 and held it in 2 quarters. The position peaked at $699 in Q2 2026. 448 funds tracked by Wall St. Rank hold DFAT as of Q3 2026.

  • Quest 10 Wealth Builders reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 10 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2026, an estimated $699.
  • Quest 10 Wealth Builders first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2026 and held it in 2 quarters.
  • Quest 10 Wealth Builders's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $699 in Q2 2026.
  • 448 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.