BWA
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Babb Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Babb Wealth Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.3M Buy
358,514
+15,292
+4% +$825K 14.28% 3
2025
Q1 		$17.7M Buy
343,222
+12,862
+4% +$662K 14.16% 3
2024
Q4 		$18.4M Buy
+330,360
New +$18.4M 14.82% 3