CB
DFAT icon

Commerce Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Commerce Bank’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 		$773K Sell
12,373
-135
-1% -$8.57K ﹤0.01% 798
2025
Q4 		$745K Hold
12,508
– – ﹤0.01% 758
2025
Q3 		$728K Sell
12,508
-283
-2% -$16.1K ﹤0.01% 752
2025
Q2 		$690K Sell
12,791
-2,322
-15% -$118K ﹤0.01% 749
2025
Q1 		$778K Sell
15,113
-236
-2% -$13K 0.01% 696
2024
Q4 		$854K Sell
15,349
-10
-0.1% -$572 0.01% 682
2024
Q3 		$854K Sell
15,359
-30
-0.2% -$1.62K 0.01% 701
2024
Q2 		$798K Sell
15,389
-1,875
-11% -$98.4K 0.01% 696
2024
Q1 		$940K Buy
17,264
+2,845
+20% +$146K 0.01% 642
2023
Q4 		$755K Buy
14,419
+422
+3% +$19.7K 0.01% 699
2023
Q3 		$640K Sell
13,997
-790
-5% -$37.5K 0.01% 712
2023
Q2 		$686K Hold
14,787
– – 0.01% 691
2023
Q1 		$658K Sell
14,787
-4,806
-25% -$223K 0.01% 707
2022
Q4 		$861K Buy
19,593
+5,192
+36% +$228K 0.01% 600
2022
Q3 		$561K Buy
14,401
+5,155
+56% +$220K ﹤0.01% 712
2022
Q2 		$372K Buy
9,246
+2,918
+46% +$128K ﹤0.01% 879
2022
Q1 		$295K Buy
+6,328
New +$295K ﹤0.01% 1013

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

Commerce Bank's DFAT Position: Q1 2026 in Review

Commerce Bank reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.1% in Q1 2026, selling an estimated $8.57K and leaving 12,373 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Commerce Bank first reported a position in DFAT in Q1 2022 and has held it in 17 quarters since. The position peaked at $940K in Q1 2024. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Commerce Bank held 12,373 shares of Dimensional US Targeted Value ETF worth $773K as of Q1 2026.
  • Commerce Bank sold 135 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $8.57K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Commerce Bank's portfolio in Q1 2026, its #798 holding.
  • Commerce Bank first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Commerce Bank's Dimensional US Targeted Value ETF position peaked at $940K in Q1 2024.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.