First National Bank of Omaha’s Dimensional US Targeted Value ETF DFAT Stock Holding History

First National Bank of Omaha’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	$226K	Buy	+3,237	New	+$216K	0.01%	493

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

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

First National Bank of Omaha's DFAT Position: Q2 2026 in Review

First National Bank of Omaha opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,237 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

First National Bank of Omaha held 3,237 shares of Dimensional US Targeted Value ETF worth $226K as of Q2 2026.
Dimensional US Targeted Value ETF was a new First National Bank of Omaha position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.01% of First National Bank of Omaha's portfolio in Q2 2026, its #493 holding.
856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.