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Bridge Generations Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bridge Generations Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.1M Sell
371,992
-19,792
-5% -$1.07M 12.17% 2
2025
Q1 		$20.2M Buy
391,784
+14,159
+4% +$729K 12.67% 2
2024
Q4 		$21M Buy
+377,625
New +$21M 13.88% 2