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Beacon Financial Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Beacon Financial Advisory’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 		$543K Buy
10,062
+5,343
+113% +$288K 0.14% 189
2025
Q1 		$243K Buy
+4,719
New +$243K 0.07% 286