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

Drive Wealth Management’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 		$222K Sell
4,114
-102
-2% -$5.5K 0.05% 294
2025
Q1 		$217K Buy
+4,216
New +$217K 0.05% 286