AIC
DFAT icon

Archer Investment Corporation’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Archer Investment Corporation’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45K Hold
35
– – ﹤0.01% 1025
2026
Q1 		$2.19K Hold
35
– – ﹤0.01% 1046
2025
Q4 		$2.08K Hold
35
– – ﹤0.01% 986
2025
Q3 		$2.04K Hold
35
– – ﹤0.01% 997
2025
Q2 		$1.89K Sell
35
-300
-90% -$15.3K ﹤0.01% 978
2025
Q1 		$17.2K Hold
335
– – ﹤0.01% 602
2024
Q4 		$18.6K Hold
335
– – 0.01% 592
2024
Q3 		$18.6K Hold
335
– – 0.01% 588
2024
Q2 		$17.4K Hold
335
– – 0.01% 576
2024
Q1 		$18.2K Buy
335
+300
+857% +$15.4K 0.01% 555
2023
Q4 		$1.83K Buy
+35
New +$1.64K ﹤0.01% 909

Other funds holding DFAT

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Archer Investment Corporation's DFAT Position: Q2 2026 in Review

Archer Investment Corporation held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 35 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Archer Investment Corporation first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.6K in Q4 2024. 727 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Archer Investment Corporation held 35 shares of Dimensional US Targeted Value ETF worth $2.45K as of Q2 2026.
  • Archer Investment Corporation left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #1025 holding.
  • Archer Investment Corporation first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Archer Investment Corporation's Dimensional US Targeted Value ETF position peaked at $18.6K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.