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Broadhurst Jeffrey B’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Broadhurst Jeffrey B’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 		$4.82M Sell
68,950
-9,259
-12% -$619K 10.25% 3
2026
Q1 		$4.88M Sell
78,209
-1,456
-2% -$92.5K 5.01% 5
2025
Q4 		$4.74M Buy
+79,665
New +$4.65M 4.93% 5

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

Broadhurst Jeffrey B's DFAT Position: Q2 2026 in Review

Broadhurst Jeffrey B reduced its Dimensional US Targeted Value ETF (DFAT) stake by 12% in Q2 2026, selling an estimated $619K and leaving 68,950 shares worth $4.82M. The position accounts for 10.25% of the portfolio, ranked #3.

Broadhurst Jeffrey B first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q1 2026. 853 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Broadhurst Jeffrey B held 68,950 shares of Dimensional US Targeted Value ETF worth $4.82M as of Q2 2026.
  • Broadhurst Jeffrey B sold 9,259 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $619K.
  • Dimensional US Targeted Value ETF made up 10.25% of Broadhurst Jeffrey B's portfolio in Q2 2026, its #3 holding.
  • Broadhurst Jeffrey B first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Broadhurst Jeffrey B's Dimensional US Targeted Value ETF position peaked at $4.88M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.