Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$15.7M Buy
250,961
+83,426
+50% +$5.3M 0.04% 448
2025
Q4 		$9.97M Buy
167,535
+5,867
+4% +$342K 0.03% 581
2025
Q3 		$9.41M Sell
161,668
-78,300
-33% -$4.46M 0.03% 588
2025
Q2 		$12.9M Sell
239,968
-11,789
-5% -$600K 0.04% 451
2025
Q1 		$13M Buy
251,757
+6,568
+3% +$361K 0.04% 416
2024
Q4 		$13.6M Sell
245,189
-1,419
-0.6% -$81.2K 0.05% 391
2024
Q3 		$13.7M Sell
246,608
-327,248
-57% -$17.7M 0.05% 391
2024
Q2 		$29.8M Sell
573,856
-20,427
-3% -$1.07M 0.11% 173
2024
Q1 		$32.3M Sell
594,283
-36,434
-6% -$1.88M 0.12% 154
2023
Q4 		$33M Sell
630,717
-27,009
-4% -$1.26M 0.14% 143
2023
Q3 		$30.1M Buy
657,726
+416,921
+173% +$19.8M 0.14% 138
2023
Q2 		$11.2M Buy
240,805
+31,840
+15% +$1.4M 0.05% 350
2023
Q1 		$9.3M Buy
208,965
+44,372
+27% +$2.06M 0.05% 398
2022
Q4 		$7.23M Buy
164,593
+28,953
+21% +$1.27M 0.04% 458
2022
Q3 		$5.29M Buy
135,640
+25,948
+24% +$1.11M 0.03% 542
2022
Q2 		$4.41M Buy
109,692
+61,846
+129% +$2.71M 0.02% 638
2022
Q1 		$2.23M Buy
47,846
+19,087
+66% +$889K 0.01% 1076
2021
Q4 		$1.37M Buy
28,759
+2,076
+8% +$97.5K 0.01% 1383
2021
Q3 		$1.19M Buy
26,683
+3,831
+17% +$170K 0.01% 1403
2021
Q2 		$1.02M Buy
+22,852
New +$1.03M ﹤0.01% 1515

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors's DFAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 50% in Q1 2026, buying an estimated $5.3M and bringing the position to 250,961 shares worth $15.7M. The position accounts for 0.04% of the portfolio, ranked #448.

Cambridge Investment Research Advisors first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $33M in Q4 2023. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Cambridge Investment Research Advisors held 250,961 shares of Dimensional US Targeted Value ETF worth $15.7M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 83,426 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $5.3M.
  • Dimensional US Targeted Value ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #448 holding.
  • Cambridge Investment Research Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's Dimensional US Targeted Value ETF position peaked at $33M in Q4 2023.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.