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Brighton Jones LLC’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Brighton Jones LLC’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 		$472K Buy
+7,562
New +$480K 0.01% 722
2025
Q4 		– Sell
-10,221
Closed -$595K – 262
2025
Q3 		$595K Sell
10,221
-34
-0.3% -$1.94K 0.01% 572
2025
Q2 		$553K Sell
10,255
-3,158
-24% -$161K 0.02% 498
2025
Q1 		$691K Sell
13,413
-7,389
-36% -$407K 0.02% 319
2024
Q4 		$1.16M Buy
20,802
+3,799
+22% +$217K 0.03% 233
2024
Q3 		$946K Sell
17,003
-2,358
-12% -$127K 0.04% 226
2024
Q2 		$1M Buy
19,361
+115
+0.6% +$6.03K 0.03% 225
2024
Q1 		$1.05M Buy
19,246
+232
+1% +$11.9K 0.04% 217
2023
Q4 		$995K Buy
19,014
+6,545
+52% +$306K 0.04% 204
2023
Q3 		$570K Sell
12,469
-284
-2% -$13.5K 0.03% 262
2023
Q2 		$592K Buy
12,753
+1,365
+12% +$59.9K 0.03% 269
2023
Q1 		$507K Buy
11,388
+34
+0.3% +$1.58K 0.03% 286
2022
Q4 		$499K Sell
11,354
-4,850
-30% -$213K 0.03% 250
2022
Q3 		$631K Sell
16,204
-109
-0.7% -$4.65K 0.04% 208
2022
Q2 		$656K Buy
16,313
+3,204
+24% +$141K 0.04% 205
2022
Q1 		$611K Sell
13,109
-1,256
-9% -$58.5K 0.03% 243
2021
Q4 		$683K Buy
14,365
+180
+1% +$8.45K 0.03% 227
2021
Q3 		$630K Buy
14,185
+2,554
+22% +$113K 0.03% 230
2021
Q2 		$521K Buy
+11,631
New +$523K 0.03% 250

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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 $34.1B AUM 22.4% 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

Brighton Jones LLC's DFAT Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q1 2026: 7,562 shares worth $472K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in DFAT as recently as Q3 2025.

Brighton Jones LLC first reported a position in DFAT in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2024. 821 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Brighton Jones LLC held 7,562 shares of Dimensional US Targeted Value ETF worth $472K as of Q1 2026.
  • Dimensional US Targeted Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #722 holding.
  • Brighton Jones LLC first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Brighton Jones LLC's Dimensional US Targeted Value ETF position peaked at $1.16M in Q4 2024.
  • 821 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.