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

Stonnington 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
2023 Q1	$250K	Buy	+5,670	New	+$263K	0.07%	209

Other funds holding DFAT

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Stonnington Group's DFAT Position: Q1 2023 in Review

Stonnington Group opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2023: 5,670 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #209 among its holdings.

489 funds tracked by Wall St. Rank hold DFAT as of Q1 2023.

Stonnington Group held 5,670 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $250K as of Q1 2023.
U.S. Targeted Value Portfolio ETF Class Shares was a new Stonnington Group position in Q1 2023.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.07% of Stonnington Group's portfolio in Q1 2023, its #209 holding.
489 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.