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BBR Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BBR Partners’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 		$5.22M Sell
74,672
-74
-0.1% -$4.95K 0.24% 41
2026
Q1 		$4.67M Hold
74,746
– – 0.26% 40
2025
Q4 		$4.45M Hold
74,746
– – 0.24% 42
2025
Q3 		$4.35M Hold
74,746
– – 0.25% 43
2025
Q2 		$4.03M Hold
74,746
– – 0.25% 41
2025
Q1 		$3.85M Hold
74,746
– – 0.27% 35
2024
Q4 		$4.16M Sell
74,746
-4,164
-5% -$238K 0.29% 31
2024
Q3 		$4.39M Sell
78,910
-15,514
-16% -$839K 0.33% 30
2024
Q2 		$4.9M Hold
94,424
– – 0.4% 24
2024
Q1 		$5.14M Buy
94,424
+78,910
+509% +$4.06M 0.41% 27
2023
Q4 		$812K Buy
+15,514
New +$725K 0.08% 76

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

BBR Partners's DFAT Position: Q2 2026 in Review

BBR Partners reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.1% in Q2 2026, selling an estimated $4.95K and leaving 74,672 shares worth $5.22M. The position accounts for 0.24% of the portfolio, ranked #41.

BBR Partners first reported a position in DFAT in Q4 2023 and has held it in 11 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • BBR Partners held 74,672 shares of Dimensional US Targeted Value ETF worth $5.22M as of Q2 2026.
  • BBR Partners sold 74 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $4.95K.
  • Dimensional US Targeted Value ETF made up 0.24% of BBR Partners's portfolio in Q2 2026, its #41 holding.
  • BBR Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.