Avidian Wealth Enterprises’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Avidian Wealth Enterprises’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
2025 Q3	$961K	Buy
2025 Q2	$890K	Buy
2025 Q1	$680K	Hold
2024 Q4	$736K	Buy
2024 Q3	$735K	Buy
2024 Q2	$685K	Buy
2024 Q1	$702K	Buy
2023 Q4	$581K	Hold
2023 Q3	$507K	Buy