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Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in DIMENSIONAL US TARGET VALUE

MERCER GLOBAL ADVISORS INC /ADV holds 1.5M shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $107.5M as of 2026-Q2. The position was decreased (-0.9% shares). DFAT represents 0.1% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$107.5M

Current Shares

1.5M

Total Value Change

-$16.1M

Total Shares Change

-712,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-0.9%
$107.5M0.1%$69.90
0
2026-Q1
Increased
1.6M
+9.0%
$97M0.1%$64.60
39
2025-Q4
Decreased
1.4M
-3.9%
$84.8M0.1%$60.15
0
2025-Q3
Decreased
1.5M
-10.9%
$86.3M0.1%$57.96
0
2025-Q2
Decreased
1.7M
-4.4%
$89.7M0.2%$53.50
0
2025-Q1
Increased
1.7M
+15.5%
$89.6M0.2%$50.77
41
2024-Q4
Decreased
1.5M
-33.1%
$83.8M0.2%$54.59
0
2024-Q3
Decreased
2.3M
-15.1%
$123.6M0.3%$54.38
0

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

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