Elser Financial Planning’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-706,144	Closed	-$39.3M	–	75
2024 Q4	$39.3M	Buy	+706,144	New	+$39.3M	2.35%	8
2024 Q3	–	Sell	-552,038	Closed	-$28.6M	–	75
2024 Q2	$28.6M	Buy	+552,038	New	+$28.6M	4.78%	8