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Bragg Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bragg Financial Advisors’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 		$5.05M Sell
80,935
-4,535
-5% -$288K 0.16% 135
2025
Q4 		$5.09M Sell
85,470
-3,718
-4% -$217K 0.17% 137
2025
Q3 		$5.19M Buy
89,188
+248
+0.3% +$14.1K 0.17% 136
2025
Q2 		$4.8M Buy
88,940
+41,683
+88% +$2.12M 0.17% 139
2025
Q1 		$2.43M Buy
47,257
+12,157
+35% +$669K 0.1% 161
2024
Q4 		$1.95M Buy
35,100
+3,449
+11% +$197K 0.08% 176
2024
Q3 		$1.76M Buy
31,651
+4,565
+17% +$247K 0.07% 183
2024
Q2 		$1.4M Buy
27,086
+2,093
+8% +$110K 0.06% 189
2024
Q1 		$1.36M Buy
24,993
+6,995
+39% +$360K 0.06% 188
2023
Q4 		$942K Buy
17,998
+8,447
+88% +$395K 0.04% 203
2023
Q3 		$436K Buy
9,551
+1,515
+19% +$71.9K 0.02% 246
2023
Q2 		$373K Buy
+8,036
New +$353K 0.02% 266

Other funds holding DFAT

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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