SEC 13F Intelligence

Valley National Advisers Inc / DFAI

Valley National Advisers Inc’s Dimensional Etf Trust Position

Does Valley National Advisers Inc own Dimensional Etf Trust (DFAI)? Yes370.5K shares worth $14M (+1.87% of its 13F portfolio) as of Q1 2026, up from 265.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
370.5K
% of Portfolio
+1.87%
Quarters Held
15
currently held

Position History DFAI

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $4MQ1 ’25Q2 ’25: $6MQ3 ’25: $7MQ3 ’25Q4 ’25: $10MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026370.5K$14M+1.87%
Q4 2025265.7K$10M+1.40%
Q3 2025197.5K$7M+1.11%
Q2 2025160.2K$6M+0.90%
Q1 2025129.9K$4M+0.73%
Q4 202456.8K$2M+0.30%
Q3 202457.8K$2M+0.33%
Q2 202458.1K$2M+0.26%
Q1 202458.2K$2M+0.27%
Q4 202358.5K$2M+0.27%
Q3 202357.8K$2M+0.26%
Q2 202358.0K$2M+0.27%
Q1 202358.1K$2M+0.28%
Q4 202259.8K$2M+0.28%
Q3 202278.1K$2M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valley National Advisers Inc’s full portfolio or all institutional holders of DFAI.