SEC 13F Intelligence

Brown Financial Advisory / DFAR

Brown Financial Advisory’s Dimensional Etf Trust Position

Does Brown Financial Advisory own Dimensional Etf Trust (DFAR)? Not currently — the last reported position was 119.8K shares worth $3M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
119.8K
% of Portfolio
+1.39%
Quarters Held
12
position exited

Position History DFAR

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $13MQ3 ’23: $13MQ3 ’23Q4 ’23: $15MQ1 ’24: $14MQ1 ’24Q2 ’24: $13MQ3 ’24: $15MQ3 ’24Q4 ’24: $13MQ1 ’25: $11MQ1 ’25Q2 ’25: $4MQ3 ’25: $3MQ3 ’25Q4 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025119.8K$3M+1.39%
Q3 2025145.5K$3M+1.82%
Q2 2025166.4K$4M+2.15%
Q1 2025467.6K$11M+6.94%
Q4 2024543.2K$13M+8.98%
Q3 2024575.6K$15M+10.44%
Q2 2024592.0K$13M+10.06%
Q1 2024647.3K$14M+11.25%
Q4 2023675.0K$15M+12.50%
Q3 2023652.6K$13M+11.29%
Q2 2023619.9K$13M+10.89%
Q1 202373.8K$2M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brown Financial Advisory’s full portfolio or all institutional holders of DFAR.