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

Axxcess Wealth Management’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	$3.42M	Buy
2025 Q2	$3.01M	Sell
2025 Q1	$2.94M	Buy
2024 Q4	$401K	Sell
2024 Q3	$404K	Sell
2024 Q2	$415K	Buy
2024 Q1	$435K	Buy
2023 Q4	$353K	Buy