Bartlett & Co Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bartlett & Co 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	$43.6K	Hold
2025 Q2	$40.4K	Hold
2025 Q1	$38.6K	Hold
2024 Q4	$41.7K	Hold
2024 Q3	$41.7K	Hold
2024 Q2	$38.9K	Sell
2024 Q1	$561K	Hold
2023 Q4	$545K	Buy