CPW
DFAT icon

Crestmont Private Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Crestmont Private Wealth’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 		$10.1M Sell
186,623
-285
-0.2% -$15.4K 3.64% 8
2025
Q1 		$9.62M Buy
+186,908
New +$9.62M 4.17% 7