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

David Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$870K Sell
16,116
-2,003
-11% -$108K 0.65% 18
2025
Q1 		$933K Hold
18,119
– – 0.78% 16
2024
Q4 		$1.01M Buy
+18,119
New +$1.01M 0.83% 17