WIA
DFAT icon

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

Wetzel Investment 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
-200
Closed -$10.9K – 298
2024
Q2 		$10.9K Hold
200
– – 0.01% 449
2024
Q1 		$10.1K Hold
200
– – 0.01% 530
2023
Q4 		$10K Buy
+200
New +$9.35K 0.01% 513

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

Wetzel Investment Advisors's DFAT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2024, closing a stake of 200 shares — an estimated $10.9K sold.

Wetzel Investment Advisors first reported a position in DFAT in Q4 2023 and held it in 3 quarters. The position peaked at $10.9K in Q2 2024. 636 funds tracked by Wall St. Rank hold DFAT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 200 U.S. Targeted Value Portfolio ETF Class Shares shares in Q3 2024, an estimated $10.9K.
  • Wetzel Investment Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $10.9K in Q2 2024.
  • 636 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.