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Salem Investment Counselors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Salem Investment Counselors’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
2024
Q2 		– Sell
-50
Closed -$2.72K – 1176
2024
Q1 		$2.72K Hold
50
– – ﹤0.01% 998
2023
Q4 		$2.62K Hold
50
– – ﹤0.01% 964
2023
Q3 		$2.29K Buy
+50
New +$2.38K ﹤0.01% 965

Other funds holding DFAT

Creative Planning
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
SC
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Salem Investment Counselors's DFAT Position: Q2 2024 in Review

Salem Investment Counselors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2024, closing a stake of 50 shares — an estimated $2.72K sold.

Salem Investment Counselors first reported a position in DFAT in Q3 2023 and held it in 3 quarters. The position peaked at $2.72K in Q1 2024. 621 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

  • Salem Investment Counselors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Salem Investment Counselors sold 50 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2024, an estimated $2.72K.
  • Salem Investment Counselors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q3 2023 and held it in 3 quarters.
  • Salem Investment Counselors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $2.72K in Q1 2024.
  • 621 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.