Clear Creek Financial Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Clear Creek Financial Management’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	$1.27M	Sell	18,124 -9	-0%	-$601	0.08%	245
2026 Q1	$1.13M	Buy	18,133 +795	+5%	+$50.5K	0.09%	235
2025 Q4	$1.03M	Buy	17,338 +17	+0.1%	+$992	0.08%	230
2025 Q3	$1.01M	Buy	17,321 +359	+2%	+$20.4K	0.09%	234
2025 Q2	$915K	Sell	16,962 -1,700	-9%	-$86.6K	0.09%	232
2025 Q1	$961K	Buy	18,662 +8,539	+84%	+$470K	0.1%	193
2024 Q4	$563K	Buy	10,123 +44	+0.4%	+$2.52K	0.06%	273
2024 Q3	$561K	Buy	10,079 +200	+2%	+$10.8K	0.06%	244
2024 Q2	$512K	Sell	9,879 -6,576	-40%	-$345K	0.06%	251
2024 Q1	$896K	Buy	16,455 +1,169	+8%	+$60.2K	0.11%	165
2023 Q4	$800K	Buy	15,286 +8,648	+130%	+$404K	0.13%	141
2023 Q3	$303K	Sell	6,638 -412	-6%	-$19.6K	0.05%	239
2023 Q2	$327K	Buy	7,050 +1,316	+23%	+$57.8K	0.06%	232
2023 Q1	$255K	Buy	+5,734	New	+$266K	0.05%	245

Other funds holding DFAT

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

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

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

Clear Creek Financial Management's DFAT Position: Q2 2026 in Review

Clear Creek Financial Management reduced its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.05% in Q2 2026, selling an estimated $601 and leaving 18,124 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #245.

Clear Creek Financial Management first reported a position in DFAT in Q1 2023 and has held it in 14 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Clear Creek Financial Management held 18,124 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $1.27M as of Q2 2026.
Clear Creek Financial Management sold 9 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $601.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #245 holding.
Clear Creek Financial Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.