Clifford Swan Investment Counsel’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Clifford Swan Investment Counsel’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Hold
2025 Q2	$227K	Hold
2025 Q1	$216K	Hold
2024 Q4	$234K	Hold
2024 Q3	$234K	Hold
2024 Q2	$218K	Sell
2024 Q1	$234K	Hold
2023 Q4	$225K	Buy
2021 Q4	–	Sell
2021 Q3	$200K	Buy