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B&D White Capital Company’s Dimensional US Targeted Value ETF DFAT Stock Holding History

B&D White Capital Company’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 		$5.4M Sell
77,213
-1,302
-2% -$87K 0.54% 40
2026
Q1 		$4.9M Sell
78,515
-17,711
-18% -$1.12M 0.61% 30
2025
Q4 		$5.73M Buy
96,226
+86,798
+921% +$5.06M 0.66% 33
2025
Q3 		$549K Hold
9,428
– – 0.07% 64
2025
Q2 		$509K Buy
+9,428
New +$480K 0.08% 64

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
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
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

B&D White Capital Company's DFAT Position: Q2 2026 in Review

B&D White Capital Company reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.7% in Q2 2026, selling an estimated $87K and leaving 77,213 shares worth $5.4M. The position accounts for 0.54% of the portfolio, ranked #40.

B&D White Capital Company first reported a position in DFAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.73M in Q4 2025. 436 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • B&D White Capital Company held 77,213 shares of Dimensional US Targeted Value ETF worth $5.4M as of Q2 2026.
  • B&D White Capital Company sold 1,302 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $87K.
  • Dimensional US Targeted Value ETF made up 0.54% of B&D White Capital Company's portfolio in Q2 2026, its #40 holding.
  • B&D White Capital Company first reported a position in Dimensional US Targeted Value ETF in Q2 2025 and has held it in 5 quarters since.
  • B&D White Capital Company's Dimensional US Targeted Value ETF position peaked at $5.73M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.