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

Copper Harbor 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
2026
Q2 		$1.58M Buy
+22,662
New +$1.51M 0.34% 50

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
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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

Copper Harbor Investment Advisors's DFAT Position: Q2 2026 in Review

Copper Harbor Investment Advisors opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026: 22,662 shares worth $1.58M. The stake represents 0.34% of the portfolio and ranks #50 among its holdings.

861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Copper Harbor Investment Advisors held 22,662 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $1.58M as of Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Copper Harbor Investment Advisors position in Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.34% of Copper Harbor Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Copper Harbor Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.