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

Bridgewater 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	$2.7M	Hold	37,725	–	–	0.15%	77
2026 Q1	$2.48M	Sell	37,725 -150	-0.4%	-$9.53K	0.15%	73
2025 Q4	$2.43M	Hold	37,875	–	–	0.16%	74
2025 Q3	$2.14M	Hold	37,875	–	–	0.15%	78
2025 Q2	$2.11M	Hold	37,875	–	–	0.16%	75
2025 Q1	$1.88M	Hold	37,875	–	–	0.16%	79
2024 Q4	$2.13M	Hold	37,875	–	–	0.22%	61
2024 Q3	$2.1M	Sell	37,875 -285	-0.7%	-$15.4K	0.22%	62
2024 Q2	$2.14M	Sell	38,160 -100	-0.3%	-$5.25K	0.26%	55
2024 Q1	$2.08M	Sell	38,260 -119	-0.3%	-$6.13K	0.31%	47
2023 Q4	$2.01M	Sell	38,379 -1,067	-3%	-$49.9K	0.3%	49
2023 Q3	$1.8M	Sell	39,446 -166	-0.4%	-$7.88K	0.29%	53
2023 Q2	$1.84M	Hold	39,612	–	–	0.37%	47
2023 Q1	$1.76M	Sell	39,612 -6,694	-14%	-$310K	0.38%	52
2022 Q4	$2.04M	Sell	46,306 -2,086	-4%	-$91.6K	0.49%	45
2022 Q3	$1.89M	Sell	48,392 -450	-0.9%	-$19.2K	0.52%	41
2022 Q2	$1.96M	Sell	48,842 -207	-0.4%	-$9.08K	0.41%	41
2022 Q1	$2.29M	Sell	49,049 -70	-0.1%	-$3.26K	0.56%	40
2021 Q4	$2.33M	Sell	49,119 -75	-0.2%	-$3.52K	0.51%	43
2021 Q3	$2.18M	Buy	49,194 +6	+0%	+$266	0.6%	39
2021 Q2	$2.2M	Buy	+49,188	New	+$2.21M	0.7%	36

Other funds holding DFAT

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bridgewater Advisors's DFAT Position: Q2 2026 in Review

Bridgewater Advisors held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 37,725 shares worth $2.7M. The position accounts for 0.15% of the portfolio, ranked #77.

Bridgewater Advisors first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 635 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Bridgewater Advisors held 37,725 shares of Dimensional US Targeted Value ETF worth $2.7M as of Q2 2026.
Bridgewater Advisors left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.15% of Bridgewater Advisors's portfolio in Q2 2026, its #77 holding.
Bridgewater Advisors first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
635 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.