BIP Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Buy
15,120
+9,696
+179% +$523K 0.05% 117
2025
Q1
$279K Buy
5,424
+1,737
+47% +$89.4K 0.02% 216
2024
Q4
$205K Buy
+3,687
New +$205K 0.01% 257