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Brown Brothers Harriman & Co’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Brown Brothers Harriman & Co’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 		$329K Sell
4,704
-60
-1% -$4.01K ﹤0.01% 774
2026
Q1 		$298K Sell
4,764
-47
-1% -$2.98K ﹤0.01% 739
2025
Q4 		$286K Hold
4,811
– – ﹤0.01% 663
2025
Q3 		$280K Hold
4,811
– – ﹤0.01% 609
2025
Q2 		$260K Hold
4,811
– – ﹤0.01% 581
2025
Q1 		$248K Buy
+4,811
New +$265K ﹤0.01% 515

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

Brown Brothers Harriman & Co's DFAT Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its Dimensional US Targeted Value ETF (DFAT) stake by 1.3% in Q2 2026, selling an estimated $4.01K and leaving 4,704 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Brown Brothers Harriman & Co first reported a position in DFAT in Q1 2025 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Brown Brothers Harriman & Co held 4,704 shares of Dimensional US Targeted Value ETF worth $329K as of Q2 2026.
  • Brown Brothers Harriman & Co sold 60 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $4.01K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #774 holding.
  • Brown Brothers Harriman & Co first reported a position in Dimensional US Targeted Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.