Concentrum Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Concentrum Wealth Management’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 Q2	$2.45M	Sell
2025 Q1	$3.21M	Sell
2024 Q4	$4.08M	Buy
2024 Q3	$3.48M	Buy
2024 Q2	$2.63M	Buy
2024 Q1	$1.96M	Buy