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Capstone Wealth Management (Alabama)’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Capstone Wealth Management (Alabama)’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 		$11.1M Buy
206,143
+183
+0.1% +$9.88K 9.75% 5
2025
Q1 		$10.6M Sell
205,960
-2,376
-1% -$122K 10.57% 3
2024
Q4 		$11.6M Buy
+208,336
New +$11.6M 11.33% 3