AWM
Ariadne Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
104,097
-21,838
| -17% | -$1.26M | 2.86% | 8 |
|
|
2025
Q1 | $6.45M | Buy |
125,935
+1
| +0% | +$51 | 3.37% | 3 |
|
|
2024
Q4 | $7.18M | Sell |
125,934
-35
| -0% | -$2K | 3.29% | 4 |
|
|
2024
Q3 | $7.45M | Buy |
125,969
+7,385
| +6% | +$437K | 4.05% | 3 |
|
|
2024
Q2 | $6.15M | Buy |
+118,584
| New | +$6.15M | 4.76% | 3 |
|