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

Concurrent 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
Q2 		$829K Buy
11,858
+712
+6% +$47.6K 0.01% 1114
2026
Q1 		$696K Buy
11,146
+6,498
+140% +$413K 0.01% 1054
2025
Q4 		$277K Buy
4,648
+10
+0.2% +$584 ﹤0.01% 1451
2025
Q3 		$270K Buy
4,638
+13
+0.3% +$740 ﹤0.01% 1201
2025
Q2 		$250K Buy
4,625
+12
+0.3% +$611 ﹤0.01% 1163
2025
Q1 		$238K Buy
4,613
+9
+0.2% +$495 0.01% 1044
2024
Q4 		$256K Buy
4,604
+9
+0.2% +$515 0.01% 888
2024
Q3 		$256K Buy
4,595
+10
+0.2% +$541 0.01% 838
2024
Q2 		$238K Buy
+4,585
New +$241K 0.01% 809

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Concurrent Investment Advisors's DFAT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 6.4% in Q2 2026, buying an estimated $47.6K and bringing the position to 11,858 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #1114.

Concurrent Investment Advisors first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Concurrent Investment Advisors held 11,858 shares of Dimensional US Targeted Value ETF worth $829K as of Q2 2026.
  • Concurrent Investment Advisors bought 712 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $47.6K.
  • Dimensional US Targeted Value ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1114 holding.
  • Concurrent Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 435 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.