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DFATDFAT
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in DIMENSIONAL US TARGET VALUE

RAYMOND JAMES FINANCIAL INC holds 1.8M shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $128.3M as of 2026-Q2. The position was decreased (-10.4% shares). DFAT represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$128.3M

Current Shares

1.8M

Total Value Change

+$59M

Total Shares Change

+590,998

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.8M
-10.4%
$128.3M0.0%$69.90
0
2026-Q1
Increased
2M
+15.2%
$127.9M0.0%$64.60
35
2025-Q4
Increased
1.8M
+5.5%
$105.9M0.0%$60.15
32
2025-Q3
Increased
1.7M
+8.6%
$98.2M0.0%$57.96
33
2025-Q2
Increased
1.6M
+10.0%
$83.8M0.0%$53.50
33
2025-Q1
Increased
1.4M
+13.5%
$72.7M0.0%$50.77
34
2024-Q4
New
1.2M
-
$69.2M0.0%$54.59
41

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

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