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Bridges Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bridges Investment Management’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 		$210K Buy
+3,000
New +$200K ﹤0.01% 392

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FFM
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IFA
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PFA
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FPAS
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SC
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EWA
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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

Bridges Investment Management's DFAT Position: Q2 2026 in Review

Bridges Investment Management opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,000 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings.

856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Bridges Investment Management held 3,000 shares of Dimensional US Targeted Value ETF worth $210K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Bridges Investment Management position in Q2 2026.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #392 holding.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.