SwitchPoint Financial Planning’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

SwitchPoint Financial Planning’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	$6.46M	Buy	92,368 +129	+0.1%	+$8.62K	3.73%	4
2026 Q1	$5.76M	Buy	92,239 +130	+0.1%	+$8.26K	3.91%	4
2025 Q4	$5.48M	Sell	92,109 -588	-0.6%	-$34.3K	3.84%	4
2025 Q3	$5.4M	Buy	92,697 +187	+0.2%	+$10.7K	3.91%	4
2025 Q2	$4.99M	Sell	92,510 -87	-0.1%	-$4.43K	4.09%	4
2025 Q1	$4.77M	Buy	92,597 +122	+0.1%	+$6.71K	4.52%	4
2024 Q4	$5.15M	Buy	+92,475	New	+$5.29M	4.93%	4

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $26.2B AUM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

SwitchPoint Financial Planning's DFAT Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.14% in Q2 2026, buying an estimated $8.62K and bringing the position to 92,368 shares worth $6.46M. The position accounts for 3.73% of the portfolio, ranked #4.

SwitchPoint Financial Planning first reported a position in DFAT in Q4 2024 and has held it in 7 quarters since. 862 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

SwitchPoint Financial Planning held 92,368 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $6.46M as of Q2 2026.
SwitchPoint Financial Planning bought 129 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $8.62K.
U.S. Targeted Value Portfolio ETF Class Shares made up 3.73% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #4 holding.
SwitchPoint Financial Planning first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
862 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.