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

Prime Capital 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 		$1.54M Sell
22,051
-555
-2% -$37.1K 0.01% 426
2026
Q1 		$1.41M Hold
22,606
– – 0.02% 423
2025
Q4 		$1.35M Sell
22,606
-20
-0.1% -$1.17K 0.02% 432
2025
Q3 		$1.32M Hold
22,626
– – 0.02% 428
2025
Q2 		$1.22M Sell
22,626
-3,902
-15% -$199K 0.02% 431
2025
Q1 		$1.37M Buy
26,528
+3,902
+17% +$215K 0.02% 441
2024
Q4 		$1.26M Sell
22,626
-543
-2% -$31.1K 0.02% 384
2024
Q3 		$1.29M Sell
23,169
-1
-0% -$54 0.02% 390
2024
Q2 		$1.2M Sell
23,170
-5,067
-18% -$266K 0.02% 398
2024
Q1 		$1.54M Sell
28,237
-2,871
-9% -$148K 0.02% 389
2023
Q4 		$1.63M Buy
31,108
+23,831
+327% +$1.11M 0.02% 357
2023
Q3 		$332K Hold
7,277
– – 0.01% 558
2023
Q2 		$338K Buy
7,277
+2,728
+60% +$120K 0.01% 573
2023
Q1 		$202K Sell
4,549
-1,046
-19% -$48.5K 0.01% 511
2022
Q4 		$246K Buy
+5,595
New +$246K 0.01% 455

Other funds holding DFAT

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
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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Prime Capital Investment Advisors's DFAT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.5% in Q2 2026, selling an estimated $37.1K and leaving 22,051 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #426.

Prime Capital Investment Advisors first reported a position in DFAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q4 2023. 739 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Prime Capital Investment Advisors held 22,051 shares of Dimensional US Targeted Value ETF worth $1.54M as of Q2 2026.
  • Prime Capital Investment Advisors sold 555 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $37.1K.
  • Dimensional US Targeted Value ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #426 holding.
  • Prime Capital Investment Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's Dimensional US Targeted Value ETF position peaked at $1.63M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.