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Moss Adams Wealth Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Moss Adams 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 		$352K Buy
5,039
+17
+0.3% +$1.14K 0.02% 196
2026
Q1 		$314K Buy
+5,022
New +$319K 0.02% 202

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

Moss Adams Wealth Advisors's DFAT Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.34% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,039 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #196.

Moss Adams Wealth Advisors first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Moss Adams Wealth Advisors held 5,039 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $352K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 17 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.14K.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Moss Adams Wealth Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.