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DFATDFAT
21 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in DIMENSIONAL US TARGET VALUE

Cetera Investment Advisers holds 662,401 shares of DFAT (DIMENSIONAL US TARGET VALUE), worth $46.3M as of 2026-Q2. The position was increased (+1.8% shares). DFAT represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$46.3M

Current Shares

662,401

Total Value Change

+$37.9M

Total Shares Change

+475,032

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
662,401
+1.8%
$46.3M0.0%$69.90
30
2026-Q1
Increased
650,733
+4.1%
$40.6M0.0%$64.60
30
2025-Q4
Increased
625,279
+7.8%
$37.2M0.0%$60.15
31
2025-Q3
Increased
580,105
+14.5%
$33.8M0.0%$57.96
33
2025-Q2
Increased
506,498
+33.7%
$27.3M0.0%$53.50
37
2025-Q1
Decreased
378,707
-10.3%
$19.5M0.0%$50.77
0
2024-Q4
Increased
421,974
+6.9%
$23.5M0.0%$54.59
31
2024-Q3
Decreased
394,902
-16.3%
$22M0.0%$54.38
0
2024-Q2
Increased
471,716
+10.2%
$24.5M0.1%$50.66
32
2024-Q1
Increased
428,015
+52.1%
$23.3M0.1%$52.94
40
2023-Q4
Decreased
281,436
-0.6%
$14.7M0.1%$50.80
0
2023-Q3
Increased
283,238
+12.1%
$12.9M0.1%$44.18
37
2023-Q2
Increased
252,629
+1.0%
$11.7M0.1%$44.52
28
2023-Q1
Increased
250,219
+15.8%
$11.1M0.1%$41.96
32
2022-Q4
Increased
215,977
+5.7%
$9.5M0.1%$42.03
29
2022-Q3
Decreased
204,356
-7.1%
$8M0.2%$37.39
0
2022-Q2
Increased
219,937
+0.6%
$8.8M0.1%$38.42
33
2022-Q1
Increased
218,626
+2.9%
$10.2M0.1%$44.69
34
2021-Q4
Increased
212,564
+6.6%
$10.1M0.1%$44.71
35
2021-Q3
Increased
199,374
+6.4%
$8.9M0.1%$42.39
35
2021-Q2
New
187,369
-
$8.4M0.1%$41.61
46

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

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