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

Seamount Financial Group’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	$655K	Buy	+9,859	New	+$694K	0.26%	82

Other funds holding DFAT

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Seamount Financial Group's DFAT Position: Q3 2026 in Review

Seamount Financial Group opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2026: 9,859 shares worth $655K. The stake represents 0.26% of the portfolio and ranks #82 among its holdings.

279 funds tracked by Wall St. Rank hold DFAT as of Q3 2026.

Seamount Financial Group held 9,859 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $655K as of Q3 2026.
U.S. Targeted Value Portfolio ETF Class Shares was a new Seamount Financial Group position in Q3 2026.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.26% of Seamount Financial Group's portfolio in Q3 2026, its #82 holding.
279 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.