DFAT β€” DIMENSIONAL U S TARGETEDVALUE ETF

Ownership history in Premier Financial Group  Β·  3 quarters on record

AI Ownership Summary

Premier Financial Group reported DIMENSIONAL U S TARGETEDVALUE ETF (DFAT) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 18.53% in 2025 Q4. The latest visible filing shows DFAT at 18.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Premier Financial Group's position in DIMENSIONAL U S TARGETEDVALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAT was reported at 18.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.53% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Premier Financial Group held DFAT β€” position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,189,189 +17,894 +1.5% 18.53% $71.1M 2026-02-14 (Est.) $66.06
2025 Q3 ADDED 1,171,295 +3,098 +0.3% 18.08% $67.6M 2025-10-20 $57.23
2025 Q2 INITIATED 1,168,197 β€” β€” 18.14% $65.2M 2025-08-14 $56.25

FAQ About Premier Financial Group and DFAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Premier Financial Group reported owning DFAT?

Premier Financial Group reported DFAT across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported DFAT position in Premier Financial Group's portfolio?

The largest reported portfolio weight for DFAT was 18.53% in 2025 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2025 Q4, when Premier Financial Group reported 1,189,189 shares, equal to 18.53% of portfolio, with an estimated market value of $71.1M.

What does the chart on this DFAT ownership page compare?

The chart compares Premier Financial Group's quarterly DFAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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