Aurelius Family Office’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
18,894
-456
-2% -$24.6K 0.48% 30
2025
Q1
$996K Sell
19,350
-648
-3% -$33.4K 0.51% 29
2024
Q4
$1.11M Buy
+19,998
New +$1.11M 0.56% 27