CWM
Core Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
4,098
+73
| +2% | +$3.94K | 0.08% | 27 |
|
|
2025
Q1 | $207K | Hold |
4,025
| – | – | 0.08% | 29 |
|
|
2024
Q4 | $224K | Hold |
4,025
| – | – | 0.09% | 27 |
|
|
2024
Q3 | $209K | Hold |
4,025
| – | – | 0.08% | 25 |
|
|
2024
Q2 | $209K | Hold |
4,025
| – | – | 0.08% | 25 |
|
|
2024
Q1 | $219K | Hold |
4,025
| – | – | 0.1% | 22 |
|
|
2023
Q4 | $211K | Buy |
+4,025
| New | +$211K | 0.1% | 20 |
|