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

Curi 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
2024 Q1	–	Sell
2023 Q4	$940K	Buy
2023 Q3	$820K	Sell
2023 Q2	$940K	Buy
2023 Q1	$901K	Buy
2022 Q4	$889K	Buy
2022 Q3	$787K	Buy
2022 Q2	$811K	Buy
2022 Q1	$107K	Buy
2021 Q4	$108K	Buy