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

Clear Investment Research’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 		– Sell
-1,637
Closed -$102K – 88
2026
Q1 		$102K Buy
+1,637
New +$104K 0.16% 81
2025
Q4 		– Sell
-1,657
Closed -$96.5K – 91
2025
Q3 		$96.5K Buy
1,657
+6
+0.4% +$342 0.13% 88
2025
Q2 		$89.1K Sell
1,651
-245
-13% -$12.5K 0.11% 89
2025
Q1 		$97.7K Buy
1,896
+41
+2% +$2.26K 0.13% 78
2024
Q4 		$103K Sell
1,855
-66
-3% -$3.78K 0.13% 76
2024
Q3 		$107K Sell
1,921
-314
-14% -$17K 0.14% 76
2024
Q2 		$116K Buy
2,235
+59
+3% +$3.1K 0.15% 69
2024
Q1 		$118K Buy
2,176
+38
+2% +$1.96K 0.16% 64
2023
Q4 		$112K Sell
2,138
-19
-0.9% -$888 0.16% 68
2023
Q3 		$98.6K Sell
2,157
-519
-19% -$24.6K 0.17% 65
2023
Q2 		$124K Sell
2,676
-181
-6% -$7.94K 0.21% 60
2023
Q1 		$127K Buy
2,857
+2,557
+852% +$119K 0.22% 57
2022
Q4 		$13K Buy
+300
New +$13.2K 0.03% 114

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

Clear Investment Research's DFAT Position: Q2 2026 in Review

Clear Investment Research sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026, closing a stake of 1,637 shares — an estimated $102K sold.

Clear Investment Research first reported a position in DFAT in Q4 2022 and held it in 13 quarters. The position peaked at $127K in Q1 2023. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Clear Investment Research reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 1,637 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $102K.
  • Clear Investment Research first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2022 and held it in 13 quarters.
  • Clear Investment Research's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $127K in Q1 2023.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.