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Stonebridge Financial Group (Missouri)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$339K Sell
4,843
-25
-0.5% -$1.67K 0.22% 106
2026
Q1 		$304K Buy
4,868
+450
+10% +$28.6K 0.26% 107
2025
Q4 		$263K Buy
+4,418
New +$258K 0.23% 118

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IFA
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PFA
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FPAS
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SC
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JTWM
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ADL
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Stonebridge Financial Group (Missouri)'s DFAT Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.51% in Q2 2026, selling an estimated $1.67K and leaving 4,843 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #106.

Stonebridge Financial Group (Missouri) first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 4,843 shares of Dimensional US Targeted Value ETF worth $339K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 25 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $1.67K.
  • Dimensional US Targeted Value ETF made up 0.22% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #106 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.