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

WestHill 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	$228K	Hold	3,261	–	–	0.04%	75
2026 Q1	$204K	Buy	+3,261	New	+$207K	0.04%	73
2025 Q4	–	Sell	-3,513	Closed	-$204K	–	82
2025 Q3	$204K	Buy	+3,513	New	+$200K	0.04%	76
2025 Q1	–	Sell	-3,607	Closed	-$201K	–	75
2024 Q4	$201K	Buy	+3,607	New	+$206K	0.05%	75
2023 Q4	–	Sell	-3,513	Closed	-$161K	–	77
2023 Q3	$161K	Hold	3,513	–	–	0.05%	69
2023 Q2	$163K	Hold	3,513	–	–	0.05%	67
2023 Q1	$156K	Sell	3,513 -250	-7%	-$11.6K	0.05%	67
2022 Q4	$165K	Buy	3,763 +250	+7%	+$11K	0.05%	65
2022 Q3	$137K	Hold	3,513	–	–	0.05%	63
2022 Q2	$141K	Hold	3,513	–	–	0.05%	67
2022 Q1	$164K	Hold	3,513	–	–	0.05%	73
2021 Q4	$167K	Hold	3,513	–	–	0.05%	78
2021 Q3	$156K	Buy	+3,513	New	+$156K	0.05%	65

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

WestHill Financial Advisors's DFAT Position: Q2 2026 in Review

WestHill Financial Advisors held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q2 2026 at 3,261 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #75.

WestHill Financial Advisors first reported a position in DFAT in Q3 2021 and has held it in 13 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

WestHill Financial Advisors held 3,261 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $228K as of Q2 2026.
WestHill Financial Advisors left its U.S. Targeted Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.04% of WestHill Financial Advisors's portfolio in Q2 2026, its #75 holding.
WestHill Financial Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q3 2021 and has held it in 13 quarters since.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.