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Prudent Investor Advisors, LLC’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Prudent Investor Advisors, LLC’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
Q3 		$206K Buy
+3,100
New +$218K 0.16% 34

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Wealth Enhancement Advisory Services
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Sensible Money
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Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFAT Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q3 2026: 3,100 shares worth $206K. The stake represents 0.16% of the portfolio and ranks #34 among its holdings.

254 funds tracked by Wall St. Rank hold DFAT as of Q3 2026.

  • Prudent Investor Advisors, LLC held 3,100 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $206K as of Q3 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.16% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #34 holding.
  • 254 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.