Cetera Investment Advisers
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Cetera Investment Advisers’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cetera Investment Advisers’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 		$40.6M Buy
650,733
+25,454
+4% +$1.62M 0.04% 438
2025
Q4 		$37.2M Buy
625,279
+45,174
+8% +$2.64M 0.04% 432
2025
Q3 		$33.8M Buy
580,105
+73,607
+15% +$4.19M 0.04% 453
2025
Q2 		$27.3M Buy
506,498
+127,791
+34% +$6.51M 0.05% 410
2025
Q1 		$19.5M Sell
378,707
-43,267
-10% -$2.38M 0.04% 476
2024
Q4 		$23.5M Buy
421,974
+27,072
+7% +$1.55M 0.05% 382
2024
Q3 		$22M Sell
394,902
-76,814
-16% -$4.15M 0.05% 389
2024
Q2 		$24.5M Buy
471,716
+43,701
+10% +$2.29M 0.06% 342
2024
Q1 		$23.3M Buy
428,015
+146,579
+52% +$7.55M 0.06% 339
2023
Q4 		$14.7M Sell
281,436
-1,802
-0.6% -$84.2K 0.12% 160
2023
Q3 		$12.9M Buy
283,238
+30,609
+12% +$1.45M 0.11% 167
2023
Q2 		$11.7M Buy
252,629
+2,410
+1% +$106K 0.1% 187
2023
Q1 		$11.1M Buy
250,219
+34,242
+16% +$1.59M 0.1% 195
2022
Q4 		$9.49M Buy
215,977
+11,621
+6% +$510K 0.09% 221
2022
Q3 		$7.96M Sell
204,356
-15,581
-7% -$665K 0.16% 134
2022
Q2 		$8.85M Buy
219,937
+1,311
+0.6% +$57.5K 0.14% 152
2022
Q1 		$10.2M Buy
218,626
+6,062
+3% +$282K 0.15% 145
2021
Q4 		$10.1M Buy
212,564
+13,190
+7% +$619K 0.14% 150
2021
Q3 		$8.85M Buy
199,374
+12,005
+6% +$532K 0.14% 158
2021
Q2 		$8.39M Buy
+187,369
New +$8.42M 0.13% 167

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 $7.07B AUM 18.05% 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

Cetera Investment Advisers's DFAT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Dimensional US Targeted Value ETF (DFAT) stake by 4.1% in Q1 2026, buying an estimated $1.62M and bringing the position to 650,733 shares worth $40.6M. The position accounts for 0.04% of the portfolio, ranked #438.

Cetera Investment Advisers first reported a position in DFAT in Q2 2021 and has held it in 20 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Cetera Investment Advisers held 650,733 shares of Dimensional US Targeted Value ETF worth $40.6M as of Q1 2026.
  • Cetera Investment Advisers bought 25,454 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.62M.
  • Dimensional US Targeted Value ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #438 holding.
  • Cetera Investment Advisers first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.