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CoreFirst Bank & Trust’s Dimensional US Targeted Value ETF DFAT Stock Holding History

CoreFirst Bank & Trust’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 		$31K Hold
443
– – 0.02% 225
2026
Q1 		$27.7K Hold
443
– – 0.01% 233
2025
Q4 		$26.4K Hold
443
– – 0.01% 239
2025
Q3 		$25.8K Buy
+443
New +$25.2K 0.01% 241

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

CoreFirst Bank & Trust's DFAT Position: Q2 2026 in Review

CoreFirst Bank & Trust held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 443 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #225.

CoreFirst Bank & Trust first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • CoreFirst Bank & Trust held 443 shares of Dimensional US Targeted Value ETF worth $31K as of Q2 2026.
  • CoreFirst Bank & Trust left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.02% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #225 holding.
  • CoreFirst Bank & Trust first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 859 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.