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Wilkerson Advisory Group’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Wilkerson Advisory Group’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
Q1 		– Sell
-116
Closed -$6.92K – 629
2025
Q4 		$6.92K Buy
+116
New +$6.77K ﹤0.01% 394

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wilkerson Advisory Group's DFAT Position: Q1 2026 in Review

Wilkerson Advisory Group sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q1 2026, closing a stake of 116 shares — an estimated $6.92K sold.

Wilkerson Advisory Group first reported a position in DFAT in Q4 2025 and held it in 1 quarter. The position peaked at $6.92K in Q4 2025. 823 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Wilkerson Advisory Group reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Wilkerson Advisory Group sold 116 U.S. Targeted Value Portfolio ETF Class Shares shares in Q1 2026, an estimated $6.92K.
  • Wilkerson Advisory Group first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2025 and held it in 1 quarter.
  • Wilkerson Advisory Group's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $6.92K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q1 2026.

Based on Wilkerson Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.