Baird Financial Group
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Baird Financial Group’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Baird Financial Group’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
Q1 		$5.48M Sell
87,765
-19,980
-19% -$1.27M 0.01% 716
2025
Q4 		$6.42M Sell
107,745
-1,464
-1% -$85.4K 0.01% 666
2025
Q3 		$6.36M Sell
109,209
-9,182
-8% -$523K 0.01% 668
2025
Q2 		$6.39M Sell
118,391
-223,506
-65% -$11.4M 0.01% 640
2025
Q1 		$17.6M Sell
341,897
-3,814
-1% -$210K 0.03% 380
2024
Q4 		$19.2M Sell
345,711
-14,406
-4% -$824K 0.04% 355
2024
Q3 		$20M Sell
360,117
-65,886
-15% -$3.56M 0.04% 338
2024
Q2 		$22.1M Sell
426,003
-7,551
-2% -$396K 0.05% 305
2024
Q1 		$23.6M Sell
433,554
-6,871
-2% -$354K 0.05% 294
2023
Q4 		$23M Sell
440,425
-130,039
-23% -$6.08M 0.05% 292
2023
Q3 		$26.1M Buy
570,464
+18,746
+3% +$890K 0.07% 245
2023
Q2 		$25.6M Buy
551,718
+543,940
+6,993% +$23.9M 0.07% 253
2023
Q1 		$346K Buy
7,778
+615
+9% +$28.5K ﹤0.01% 1445
2022
Q4 		$315K Buy
7,163
+1,160
+19% +$51K ﹤0.01% 1441
2022
Q3 		$234K Buy
+6,003
New +$256K ﹤0.01% 1551

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Baird Financial Group's DFAT Position: Q1 2026 in Review

Baird Financial Group reduced its Dimensional US Targeted Value ETF (DFAT) stake by 19% in Q1 2026, selling an estimated $1.27M and leaving 87,765 shares worth $5.48M. The position accounts for 0.01% of the portfolio, ranked #716.

Baird Financial Group first reported a position in DFAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $26.1M in Q3 2023. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Baird Financial Group held 87,765 shares of Dimensional US Targeted Value ETF worth $5.48M as of Q1 2026.
  • Baird Financial Group sold 19,980 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.27M.
  • Dimensional US Targeted Value ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #716 holding.
  • Baird Financial Group first reported a position in Dimensional US Targeted Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Dimensional US Targeted Value ETF position peaked at $26.1M in Q3 2023.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.