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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
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 $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

CoreFirst Bank & Trust's DFAT Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 443 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #233.

CoreFirst Bank & Trust first reported a position in DFAT in Q3 2025 and has held it in 3 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • CoreFirst Bank & Trust held 443 shares of Dimensional US Targeted Value ETF worth $27.7K as of Q1 2026.
  • CoreFirst Bank & Trust left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #233 holding.
  • CoreFirst Bank & Trust first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.