AWM
DFAT icon

Aegis Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Aegis Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.73M Hold
52,993
– – 1.64% 20
2025
Q1 		$2.73M Sell
52,993
-631
-1% -$32.5K 1.6% 20
2024
Q4 		$2.98M Buy
+53,624
New +$2.98M 2.02% 15