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Stonebridge Financial Group, LLC/CA’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Stonebridge Financial Group, LLC/CA’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

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Stonebridge Financial Group, LLC/CA's DFAT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA 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.

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

  • Stonebridge Financial Group, LLC/CA 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, LLC/CA position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #153 holding.
  • 766 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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