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Tempus Wealth Planning’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-31,173
Closed -$1.63M – 193
2023
Q4 		$1.63M Buy
+31,173
New +$1.46M 0.72% 35
2023
Q3 		– Sell
-39,994
Closed -$1.86M – 174
2023
Q2 		$1.86M Buy
+39,994
New +$1.76M 0.84% 32

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Tempus Wealth Planning's DFAT Position: Q1 2024 in Review

Tempus Wealth Planning sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2024, closing a stake of 31,173 shares — an estimated $1.63M sold.

Tempus Wealth Planning first reported a position in DFAT in Q2 2023 and held it in 2 quarters. The position peaked at $1.86M in Q2 2023. 602 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Tempus Wealth Planning reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 31,173 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2024, an estimated $1.63M.
  • Tempus Wealth Planning first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q2 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $1.86M in Q2 2023.
  • 602 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.