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rebel Financial’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

rebel Financial’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
Q1 		$975K Sell
15,618
-138
-0.9% -$8.77K 0.42% 45
2025
Q4 		$938K Buy
+15,756
New +$919K 0.4% 44
2025
Q3 		– Sell
-17,361
Closed -$989K – 44
2025
Q2 		$937K Buy
+17,361
New +$884K 0.43% 44

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

rebel Financial's DFAT Position: Q1 2026 in Review

rebel Financial reduced its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.88% in Q1 2026, selling an estimated $8.77K and leaving 15,618 shares worth $975K. The position accounts for 0.42% of the portfolio, ranked #45.

rebel Financial first reported a position in DFAT in Q2 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • rebel Financial held 15,618 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $975K as of Q1 2026.
  • rebel Financial sold 138 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2026, an estimated $8.77K.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.42% of rebel Financial's portfolio in Q1 2026, its #45 holding.
  • rebel Financial first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.