Caldwell Trust’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Caldwell Trust’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$195K	Hold	3,606
2025 Q1	$186K	Hold	3,606
2024 Q4	$201K	Buy	+3,606