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Brooklyn FI’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Brooklyn FI’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 		$173K Buy
+2,449
New +$164K 0.03% 84
2023
Q2 		– Sell
-4,746
Closed -$226K – 47
2023
Q1 		$226K Buy
+4,746
New +$220K 0.21% 38
2022
Q2 		– Sell
-4,746
Closed -$221K – 44
2022
Q1 		$221K Buy
+4,746
New +$221K 0.19% 43

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

Brooklyn FI's DFAT Position: Q2 2026 in Review

Brooklyn FI opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 2,449 shares worth $173K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings. This is a return to the name: Brooklyn FI previously reported a position in DFAT as recently as Q1 2023.

Brooklyn FI first reported a position in DFAT in Q1 2022 and has held it in 3 quarters since. The position peaked at $226K in Q1 2023. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Brooklyn FI held 2,449 shares of Dimensional US Targeted Value ETF worth $173K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Brooklyn FI position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Brooklyn FI's portfolio in Q2 2026, its #84 holding.
  • Brooklyn FI first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Brooklyn FI's Dimensional US Targeted Value ETF position peaked at $226K in Q1 2023.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.