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DFATDFAT
7 quarters

Position history for BANK OF AMERICA CORP /DE/BANK OF AMERICA CORP /DE/'s holdings in DIMENSIONAL US TARGET VALUE

BANK OF AMERICA CORP /DE/ holds 1.6M shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $113.2M as of 2026-Q2. The position was increased (+5.7% shares). DFAT represents 0.0% of BANK OF AMERICA CORP /DE/'s portfolio.

Current Value

$113.2M

Current Shares

1.6M

Total Value Change

+$59.5M

Total Shares Change

+655,160

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+5.7%
$113.2M0.0%$69.90
32
2026-Q1
Increased
1.5M
+17.3%
$95.6M0.0%$64.60
35
2025-Q4
Increased
1.3M
+7.2%
$77.7M0.0%$60.15
32
2025-Q3
Increased
1.2M
+1.7%
$70.9M0.0%$57.96
30
2025-Q2
Increased
1.2M
+8.3%
$64.7M0.0%$53.50
32
2025-Q1
Increased
1.1M
+14.9%
$57M0.0%$50.77
34
2024-Q4
New
963,598
-
$53.6M0.0%$54.59
41

Other major holders of DFAT: Cerity Partners LLC, Focus Partners Wealth, Creative Planning

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