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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
Q2 		$5.39M Sell
77,148
-3,787
-5% -$253K 0.14% 141
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

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

Bragg Financial Advisors's DFAT Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 4.7% in Q2 2026, selling an estimated $253K and leaving 77,148 shares worth $5.39M. The position accounts for 0.14% of the portfolio, ranked #141.

Bragg Financial Advisors first reported a position in DFAT in Q2 2023 and has held it in 13 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Bragg Financial Advisors held 77,148 shares of Dimensional US Targeted Value ETF worth $5.39M as of Q2 2026.
  • Bragg Financial Advisors sold 3,787 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $253K.
  • Dimensional US Targeted Value ETF made up 0.14% of Bragg Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Bragg Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.