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Position history for Savant Capital, LLCSavant Capital, LLC's holdings in DIMENSIONAL US TARGET VALUE

Savant Capital, LLC holds 5.4M shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $375M as of 2026-Q2. The position was increased (+11.8% shares). DFAT represents 1.1% of Savant Capital, LLC's portfolio.

Current Value

$375M

Current Shares

5.4M

Total Value Change

+$86.2M

Total Shares Change

+159,731

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.4M
+11.8%
$375M1.1%$69.90
55
2026-Q1
Decreased
4.8M
-1.0%
$298.7M1.4%$64.60
0
2025-Q4
Increased
4.8M
+0.7%
$287.6M1.6%$60.15
49
2025-Q3
Increased
4.8M
+0.1%
$279.2M1.7%$57.96
48
2025-Q2
Decreased
4.8M
-1.9%
$258.4M1.9%$53.50
0
2025-Q1
Decreased
4.9M
-4.9%
$251.2M2.1%$50.77
0
2024-Q4
Decreased
5.1M
-1.1%
$285.7M2.2%$54.59
0
2024-Q3
Increased
5.2M
+7.1%
$288.8M2.4%$54.38
57

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

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