BP
BWM Planning’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 | $6.24M | Sell |
115,578
-72,374
| -39% | -$3.91M | 2.15% | 15 |
|
|
2025
Q1 | $9.68M | Sell |
187,952
-4,121
| -2% | -$212K | 4.1% | 7 |
|
|
2024
Q4 | $10.7M | Sell |
192,073
-7,914
| -4% | -$440K | 4.65% | 4 |
|
|
2024
Q3 | $11.1M | Buy |
+199,987
| New | +$11.1M | 4.94% | 4 |
|