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

Capital Investment 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 		$928K Sell
14,867
-156
-1% -$9.91K 0.01% 356
2025
Q4 		$894K Sell
15,023
-209
-1% -$12.2K 0.01% 361
2025
Q3 		$887K Buy
15,232
+601
+4% +$34.2K 0.01% 350
2025
Q2 		$789K Hold
14,631
– – 0.01% 370
2025
Q1 		$753K Hold
14,631
– – 0.01% 365
2024
Q4 		$814K Hold
14,631
– – 0.02% 337
2024
Q3 		$814K Hold
14,631
– – 0.02% 331
2024
Q2 		$759K Hold
14,631
– – 0.02% 333
2024
Q1 		$796K Hold
14,631
– – 0.02% 320
2023
Q4 		$766K Hold
14,631
– – 0.02% 307
2023
Q3 		$668K Hold
14,631
– – 0.02% 312
2023
Q2 		$679K Hold
14,631
– – 0.02% 295
2023
Q1 		$651K Hold
14,631
– – 0.02% 310
2022
Q4 		$643K Hold
14,631
– – 0.02% 316
2022
Q3 		$570K Hold
14,631
– – 0.02% 320
2022
Q2 		$588K Hold
14,631
– – 0.02% 327
2022
Q1 		$682K Hold
14,631
– – 0.02% 327
2021
Q4 		$695K Hold
14,631
– – 0.02% 329
2021
Q3 		$650K Buy
+14,631
New +$649K 0.02% 331

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

Capital Investment Advisors's DFAT Position: Q1 2026 in Review

Capital Investment Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1% in Q1 2026, selling an estimated $9.91K and leaving 14,867 shares worth $928K. The position accounts for 0.01% of the portfolio, ranked #356.

Capital Investment Advisors first reported a position in DFAT in Q3 2021 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Capital Investment Advisors held 14,867 shares of Dimensional US Targeted Value ETF worth $928K as of Q1 2026.
  • Capital Investment Advisors sold 156 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $9.91K.
  • Dimensional US Targeted Value ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #356 holding.
  • Capital Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.