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

Stonebridge Financial Group’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	$593K	Buy	+8,491	New	+$567K	0.08%	153

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stonebridge Financial Group's DFAT Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 8,491 shares worth $593K. The stake represents 0.08% of the portfolio and ranks #153 among its holdings.

834 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Stonebridge Financial Group held 8,491 shares of Dimensional US Targeted Value ETF worth $593K as of Q2 2026.
Dimensional US Targeted Value ETF was a new Stonebridge Financial Group position in Q2 2026.
Dimensional US Targeted Value ETF made up 0.08% of Stonebridge Financial Group's portfolio in Q2 2026, its #153 holding.
834 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.