True Link Financial Advisors’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

True Link Financial 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	–	Sell	-60	Closed	-$3.75K	–	173
2026 Q1	$3.75K	Buy	+60	New	+$3.81K	﹤0.01%	380
2023 Q2	–	Sell	-6,154	Closed	-$274K	–	115
2023 Q1	$274K	Sell	6,154 -1,500	-20%	-$69.5K	0.03%	108
2022 Q4	$336K	Sell	7,654 -1,500	-16%	-$65.9K	0.05%	93
2022 Q3	$357K	Hold	9,154	–	–	0.05%	97
2022 Q2	$368K	Hold	9,154	–	–	0.06%	99
2022 Q1	$426K	Buy	+9,154	New	+$426K	0.06%	87

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

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

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

True Link Financial Advisors's DFAT Position: Q2 2026 in Review

True Link Financial Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026, closing a stake of 60 shares — an estimated $3.75K sold.

True Link Financial Advisors first reported a position in DFAT in Q1 2022 and held it in 6 quarters. The position peaked at $426K in Q1 2022. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

True Link Financial Advisors reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 60 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.75K.
True Link Financial Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2022 and held it in 6 quarters.
True Link Financial Advisors's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $426K in Q1 2022.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.