How many shares of DFAT does Allworth Financial LP own?

As of 2026-Q2, Allworth Financial LP holds 1.1M shares of DFAT (DIMENSIONAL US TARGET VALUE).

What is Allworth Financial LP's DFAT position worth?

As of 2026-Q2, Allworth Financial LP's DFAT position is worth $74.2M.

In 2026-Q2, Allworth Financial LP increased their DFAT position (+1.3% change in shares).

Based on available 13F filings, Allworth Financial LP first reported a position in DFAT in 2021-Q2. They have held the position across 21 quarters.

Position history for Allworth Financial LP's holdings in DIMENSIONAL US TARGET VALUE

Current Value

$74.2M

Current Shares

1.1M

Total Value Change

+$63.6M

Total Shares Change

+825,969

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+1.3%	$74.2M	0.3%	$69.90	36
2026-Q1	Increased	1M	+3.9%	$65.4M	0.3%	$64.60	37
2025-Q4	Increased	1M	+3.0%	$60M	0.2%	$60.15	36
2025-Q3	Increased	979,067	+5.7%	$57M	0.3%	$57.96	37
2025-Q2	Increased	926,004	+13.9%	$50M	0.2%	$53.50	40
2025-Q1	Increased	812,869	0.0%	$40M	0.2%	$50.77	35
2024-Q4	Increased	812,839	+30.2%	$46.8M	0.3%	$54.59	44
2024-Q3	Increased	624,174	+19.6%	$34.7M	0.2%	$54.38	41
2024-Q2	Increased	521,684	+2.6%	$28.6M	0.2%	$50.66	35
2024-Q1	Decreased	508,503	-0.6%	$27.7M	0.2%	$52.94	0
2023-Q4	Decreased	511,535	-2.6%	$26.8M	0.2%	$50.80	0
2023-Q3	Increased	525,162	+4.2%	$24M	0.2%	$44.18	36
2023-Q2	Increased	504,200	+4.2%	$23.4M	0.2%	$44.52	36
2023-Q1	Decreased	483,754	-33.3%	$21.5M	0.2%	$41.96	0
2022-Q4	Increased	725,175	+21.9%	$31.9M	0.4%	$42.03	41
2022-Q3	Increased	595,057	+13.2%	$23.2M	0.3%	$37.39	39
2022-Q2	Increased	525,884	+34.3%	$21.2M	0.3%	$38.42	44
2022-Q1	Increased	391,631	+5.9%	$18.2M	0.2%	$44.69	36
2021-Q4	Increased	369,937	+37.6%	$17.6M	0.2%	$44.71	44
2021-Q3	Increased	268,791	+14.4%	$11.9M	0.2%	$42.39	38
2021-Q2	New	235,000	-	$10.5M	0.2%	$41.61	46