IRC
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Investors Research Corp’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Investors Research Corp’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 		$156K Hold
2,238
– – 0.03% 290
2026
Q1 		$140K Hold
2,238
– – 0.03% 299
2025
Q4 		$133K Hold
2,238
– – 0.02% 330
2025
Q3 		$130K Hold
2,238
– – 0.02% 341
2025
Q2 		$121K Hold
2,238
– – 0.02% 358
2025
Q1 		$115K Hold
2,238
– – 0.03% 362
2024
Q4 		$125K Hold
2,238
– – 0.03% 365
2024
Q3 		$125K Hold
2,238
– – 0.03% 368
2024
Q2 		$116K Hold
2,238
– – 0.03% 384
2024
Q1 		$122K Hold
2,238
– – 0.03% 379
2023
Q4 		$117K Hold
2,238
– – 0.03% 404
2023
Q3 		$102K Hold
2,238
– – 0.03% 408
2023
Q2 		$104K Hold
2,238
– – 0.03% 409
2023
Q1 		$99.6K Hold
2,238
– – 0.03% 414
2022
Q4 		$98.4K Hold
2,238
– – 0.03% 417
2022
Q3 		$87K Hold
2,238
– – 0.03% 421
2022
Q2 		$90K Buy
+2,238
New +$98.2K 0.03% 422
2022
Q1 		– Sell
-2,296
Closed -$109K – 1037
2021
Q4 		$109K Hold
2,296
– – 0.03% 389
2021
Q3 		$102K Buy
+2,296
New +$102K 0.03% 398

Other funds holding DFAT

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
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Investors Research Corp's DFAT Position: Q2 2026 in Review

Investors Research Corp held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 2,238 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #290.

Investors Research Corp first reported a position in DFAT in Q3 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Investors Research Corp held 2,238 shares of Dimensional US Targeted Value ETF worth $156K as of Q2 2026.
  • Investors Research Corp left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Investors Research Corp's portfolio in Q2 2026, its #290 holding.
  • Investors Research Corp first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.