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Axis Wealth Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Axis Wealth Partners’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$746K Buy
13,822
+2,002
+17% +$108K 0.49% 58
2025
Q1 		$609K Buy
11,820
+3,293
+39% +$170K 0.45% 62
2024
Q4 		$475K Buy
+8,527
New +$475K 0.4% 75