Axxcess 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 | $3.01M | Sell |
55,741
-1,385
| -2% | -$74.7K | 0.07% | 221 |
|
|
2025
Q1 | $2.94M | Buy |
57,126
+49,928
| +694% | +$2.57M | 0.08% | 195 |
|
|
2024
Q4 | $401K | Sell |
7,198
-63
| -0.9% | -$3.51K | 0.01% | 599 |
|
|
2024
Q3 | $404K | Sell |
7,261
-748
| -9% | -$41.6K | 0.01% | 603 |
|
|
2024
Q2 | $415K | Buy |
8,009
+26
| +0.3% | +$1.35K | 0.01% | 566 |
|
|
2024
Q1 | $435K | Buy |
7,983
+1,240
| +18% | +$67.5K | 0.01% | 568 |
|
|
2023
Q4 | $353K | Buy |
+6,743
| New | +$353K | 0.01% | 597 |
|