BCR Wealth Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BCR Wealth Strategies’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	$894K	Hold	12,802	–	–	0.25%	15
2026 Q1	$799K	Hold	12,802	–	–	0.25%	17
2025 Q4	$762K	Hold	12,802	–	–	0.25%	17
2025 Q3	$745K	Hold	12,802	–	–	0.26%	14
2025 Q2	$690K	Hold	12,802	–	–	0.27%	14
2025 Q1	$659K	Hold	12,802	–	–	0.29%	14
2024 Q4	$712K	Hold	12,802	–	–	0.33%	14
2024 Q3	$712K	Sell	12,802 -97	-0.8%	-$5.25K	0.34%	14
2024 Q2	$669K	Sell	12,899 -18	-0.1%	-$944	0.44%	13
2024 Q1	$704K	Hold	12,917	–	–	0.48%	13
2023 Q4	$675K	Hold	12,917	–	–	0.48%	13
2023 Q3	$590K	Hold	12,917	–	–	0.47%	13
2023 Q2	$599K	Hold	12,917	–	–	0.46%	13
2023 Q1	$574K	Hold	12,917	–	–	0.46%	12
2022 Q4	$567K	Hold	12,917	–	–	0.49%	12
2022 Q3	$503K	Hold	12,917	–	–	0.52%	11
2022 Q2	$520K	Hold	12,917	–	–	0.54%	11
2022 Q1	$602K	Hold	12,917	–	–	0.58%	11
2021 Q4	$614K	Buy	+12,917	New	+$607K	0.58%	10

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

BCR Wealth Strategies's DFAT Position: Q2 2026 in Review

BCR Wealth Strategies held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 12,802 shares worth $894K. The position accounts for 0.25% of the portfolio, ranked #15.

BCR Wealth Strategies first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

BCR Wealth Strategies held 12,802 shares of Dimensional US Targeted Value ETF worth $894K as of Q2 2026.
BCR Wealth Strategies left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.25% of BCR Wealth Strategies's portfolio in Q2 2026, its #15 holding.
BCR Wealth Strategies first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.