BWM
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BCO 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
$338K Sell
6,269
-21
-0.3% -$1.13K 0.24% 24
2025
Q1
$324K Buy
6,290
+56
+0.9% +$2.88K 0.25% 24
2024
Q4
$347K Buy
+6,234
New +$347K 0.29% 25