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

Bannerman Wealth Management Group’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 		$835K Buy
15,478
+410
+3% +$22.1K 0.64% 17
2025
Q1 		$776K Hold
15,068
– – 0.63% 16
2024
Q4 		$839K Buy
+15,068
New +$839K 0.69% 16