Cary Street Partners Investment Advisory’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DFAT Stock Details DFAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.08K	Buy
2024 Q4	–	Sell
2024 Q3	$319K	Buy
2024 Q2	$230K	Buy
2023 Q4	–	Sell
2023 Q3	$153K	Hold
2023 Q2	$156K	Hold
2023 Q1	$149K	Buy