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CLA (CliftonLarsonAllen) Wealth Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2026
Q2 		$791K Hold
11,314
– – 0.01% 213
2026
Q1 		$707K Hold
11,314
– – 0.01% 189
2025
Q4 		$674K Buy
+11,314
New +$660K 0.01% 179

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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DFAT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q2 2026 at 11,314 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #213.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,314 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $791K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its U.S. Targeted Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.