Question 1

How many shares of DFAT does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 12.5M shares of DFAT (DIMENSIONAL US TARGET VALUE).

Question 2

What is Focus Partners Wealth's DFAT position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's DFAT position is worth $873.2M.

Question 3

Is Focus Partners Wealth buying or selling DFAT?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their DFAT position (-5.0% change in shares).

Question 4

When did Focus Partners Wealth first buy DFAT?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in DFAT in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	12.5M	-5.0%	$873.2M	0.9%	$69.90	0
2026-Q1	Decreased	13.1M	-1.1%	$821.9M	0.9%	$64.60	0
2025-Q4	Increased	13.3M	+0.3%	$790.9M	0.9%	$60.15	45
2025-Q3	Increased	13.2M	+3.8%	$770.9M	1.2%	$57.96	52
2025-Q2	Decreased	12.8M	-1.8%	$688.4M	1.5%	$53.50	0
2025-Q1	Decreased	13M	-46.7%	$668.6M	1.7%	$50.77	0
2024-Q4	Increased	24.4M	+99.4%	$1.4B	1.8%	$54.59	81
2024-Q3	New	12.2M	-	$680M	2.2%	$54.38	82

DFAT8 quarters

DFAT
8 quarters