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

Semmax Financial Advisors’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
Q3 		– Sell
-121
Closed -$6.4K – 385
2024
Q2 		$6.4K Hold
121
– – ﹤0.01% 265
2024
Q1 		$6.47K Buy
121
+1
+0.8% +$51 ﹤0.01% 235
2023
Q4 		$6.04K Buy
+120
New +$5.61K ﹤0.01% 246

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
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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Semmax Financial Advisors's DFAT Position: Q3 2024 in Review

Semmax Financial Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2024, closing a stake of 121 shares — an estimated $6.4K sold.

Semmax Financial Advisors first reported a position in DFAT in Q4 2023 and held it in 3 quarters. The position peaked at $6.47K in Q1 2024. 636 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

  • Semmax Financial Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 121 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2024, an estimated $6.4K.
  • Semmax Financial Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and held it in 3 quarters.
  • Semmax Financial Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $6.47K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2024.

Based on Semmax Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.